"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
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
