Wealth Advisor
Wealth Advisor
For Caroline Jones, wealth management is about more than just numbers; it’s about building relationships, navigating life transitions, and offering steady guidance through the moments that matter most. Her journey into financial planning began at a fee-only firm in Athens, Georgia, where she developed her expertise while earning her CFP® designation. It was there she discovered how much she valued walking alongside clients during life’s big decisions.
In 2020, Caroline brought her talents to BlueSky Wealth Advisors. Based in Acworth, Georgia, she holds both a Bachelor’s degree in Consumer Economics and a Master’s in Financial Planning from the University of Georgia. Her professional credentials also include Enrolled Agent (EA) and Certified Divorce Financial Analyst (CDFA), equipping her to provide thoughtful, comprehensive financial advice in even the most complex situations.
At BlueSky, Caroline is known for her ability to blend technical precision with genuine care. She approaches each client relationship with deep respect, always seeking to understand their values, dreams, and financial goals and crafting strategies to help them achieve them.
Why Wealth Management?
Caroline was drawn to wealth management for its unique intersection of logic and empathy. She loves solving complex financial puzzles while supporting clients through key milestones like marriage, retirement, and family transitions.
Why BlueSky?
BlueSky’s collaborative, future-focused culture immediately resonated with Caroline. She was especially impressed by the firm’s integrated, modern approach to financial planning—and the way every advisor works as part of a unified team.
Credentials and Education
BA, Consumer Economics; MS, Financial Planning — University of Georgia
Certified Financial Planner (CFP®)
Enrolled Agent (EA)
Certified Divorce Financial Analyst (CDFA)
What Core Value Do You Resonate with Most?
Caroline is deeply committed to service. She believes in going the extra mile, treating others the way she’d like to be treated, and helping clients feel genuinely supported every step of the way.
What's Your Favorite Part of Working at BlueSky?
Helping clients succeed is what motivates her most. Whether it’s celebrating a retirement milestone or easing the stress of tax season, Caroline loves seeing clients move confidently toward their goals.
What Do You like to do Outside of the Office?
I love spending time outdoors with family, cheering on Georgia football and the Atlanta Braves, and staying active in my church community.
You’ll often find me cooking, playing pickleball, or swimming with my daughter, Lydia.
I share life with my high school sweetheart, David, our daughter, Lydia, and our spirited dog, Boba.
Fun fact: I am a lifelong fan of The Sound of Music and toured Salzburg, Austria, when I was in college.
