About Susan Jones

Susan Jones is a tax attorney, Certified Financial Planner®, and Certified Divorce Financial Analyst® with more than 25 years of experience helping women navigate complex financial decisions during times of major life transition.

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Susan specializes in guiding clients through divorce, widowhood, career changes, retirement, and liquidity events—translating complex tax, legal, and financial issues into clear, practical strategies that support both short-term stability and long-term confidence. She is known for her calm, grounded approach and her ability to help clients move from feeling overwhelmed to feeling informed, empowered, and in control.

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Before co-founding Sorelle Wealth Partners, Susan practiced tax and estate law at an international law firm, served as a partner and regional leader of the tax and wealth management practice at a national accounting firm, and later became a shareholder at a Top 100 Registered Investment Advisory firm.

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Today, Susan leads Sorelle Wealth Partners, a women-led advisory firm focused on helping clients align their wealth with what matters most—protecting their families, making thoughtful decisions during transition, and building lives of purpose and security.

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Susan lives in South Florida with her husband, Scott, and their four children. Outside of work, she enjoys cooking, spending time on the water, and continuing to learn the art of boating.