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Barbara A. Jones

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Barbara A. Jones

CPA/CFP®

Shareholder

Phone: (941) 365-4617

Email: 

"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

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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.

Education

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

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

Licenses / Certifications

  • Florida Certified Public Accountant
  • Certified Financial Planner
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