Barbara A. Jones CPA/CFP®

"Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful." — Albert Schweitzer

Barbara A. Jones CPA/CFP®

Shareholder

icon rolodex

Ms Jones leads the firm’s Estate and Trust Planning practice. Her areas of practice include Individual and Business Tax Consulting.

Ms Jones joined Kerkering Barberio in 1997. She has 20 year’s experience in the banking industry in senior management.

CERTIFIED FINANCIAL PLANNER™ professional

Education

  • Hartwick College
    B.A. in Economics
  • University of Hartford
    M.S. in Professional Accounting

Licenses / Certifications

  • Florida Certified Public Accountant
  • Certified Financial Planner

Organization Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Designing Women Boutique
  • Easter Seals Southwest Florida
  • Florida Institute of Certified Public Accountants (FICPA)
  • Lakewood Ranch Business Alliance
  • Rotary Club of Lakewood Ranch
  • Rotary Gift of Life of Florida, Inc.
  • Southwest Florida Estate Planning Council

Contact Us

location icon

Our Locations

Sarasota Office
1990 Main Street, Suite 801
Sarasota, FL 34236
Phone: 941.365.4617
Toll Free: 800.966.8676
Fax: 941.954.3207

Lakewood Ranch Office
9423 Town Center Parkway
Lakewood Ranch, FL 34202
Phone: 941.365.4617

Tampa Office
4350 West Cypress Street
Meridian One, Suite 930
Tampa, Fl 33607
Phone: 813.675.8800

Login

Upload Forms 8879 and State Authorization Forms

Upload Forms

Upload Form to a Specific KB Staff Member

Upload Forms

Lets Get Started.

 

Verification

 
leading edge alliance move project logo green business logo 2016 IPA 200