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Diann Jones, MBA, Parent/Advocate
Financial Adviser, Investment Adviser Representative
Nationwide, DiSabatino Agency, 484 Middletown Warwick Road, Middletown, DE 19709
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Diann Jones has deep roots in advocacy in the disability community as a parent, advocate, professional and positive change agent. She does not charge for calls or conferences with fellow parents and extended extended families of children and/or adults with disabilities. Diann assists their parents and family members through the necessary steps to plan for a lifetime of proper supports using person-centered planning techniques. By taking this approach in assisting other families with their special needs estate plans, she makes certain that anyone who may need her services can take advantage of her experience -- regardless of their financial status or situation.
Her mission is clear: To help others navigate the complex maze of obtaining resources, understand government benefit eligibility and implement a plan that will accommodate the current and future needs of their loved one with a disability.
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- Began career in Financial Services – 1990
- Incorporated Special Needs Planning into Practice – 2003
- National Speakers Bureau Graduate – 2003
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Professional designations/Licensure/Memberships
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- Million Dollar Round Table Member (MDRT) – 1999, 2000, 2001, 2012
- MBA (Master of Business Admin., Finance Distinction) – 2001
- Registered Representative of Nationwide Securities, LLC (Series 6, 7, 63. 65)
- Investment Adviser Representative, Nationwide Securities, LLC
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- Chairperson of the Delaware Developmental Disabilities Council (DDC) (2009, 2010, 2012)
- Governor-appointed member of the DDC (since 2004)
- Board member of the Delaware Family Voices (2012)
- Chairperson of Partners in Policymaking® Oversight Committee for the DDC (since 2008)
- Recipient of Delaware's First Annual "Unsung Hero Award" presented by former Eagles linebacker, Dhani Jones (2005)
- Elected as Honorary Member of Advisory Board for Variety: Delaware, a Children's Charity (since 2005)
- Interviewed and quoted by Money magazine for article, “Abby’s Road,” giving advice on special needs planning techniques (2005)
- Delaware Partners in Policymaking® Graduate (2004) and Co-Facilitator (2006)
- Participates in legislative meetings by providing testimony, letters and phone calls on topics that affect persons with disabilities
- Featured live on t.v. CN8's "Your Morning Show," discussing financial and estate planning for children with disabilities (2004)
- Member and volunteer of various organizations who serve and advocate for and with people with disabilities
- A sought-after speaker on special needs planning issues, giving platform presentations and facilitating parent training workshops
- Authored numerous articles and created a web site containing resources for families on the intricacies of special needs planning
- Often utilized by the media as a reference and expert in the special needs planning area
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A Delaware native originally from Hockessin, Diann currently resides in Middletown with her family. She and her husband, Brian, were married in 2006 near St. Louis -- close to his large family and hometown. Brian is a project engineer for a heavy civil construction company in Maryland. As a family, they enjoy cooking together, sporting events, movies, traveling and church activities.
Diann is the proud parent of an adult daughter, Nicole Ann, who attained the rank of a black belt candidate in Tang Soo Do karate while in middle school and began building self-advocacy skills of her own. She is currently living at home.
Diann and Brian are also very proud of their two younger daughters, Brianne Grace and Alexandra Faith, born in 2008 and 2010, respectively. The newest additions to their family promise to keep them all very active and young at heart.
Securities and investment advisory services offered through Diann Jones as a Registered Representative and Investment Adviser Representative of Nationwide Securities, LLC, P.O. Box 183137, Columbus, OH 43218, (888) 753-7364. A Registered Investment Advisor, Member FINRA, SIPC. DBA Nationwide Advisory Services, Inc. in AR, FL, IL, WY. DBA Nationwide Advisory Services in MA, NY, OK. Representative of Nationwide Life Insurance Company, affiliated companies and other companies. Representative of Nationwide Life Insurance Company, affiliated companies and other companies. Registered Representatives may only conduct business with residents of the states in which they are properly licensed and/or registered. DiSabatino Financial LLC is not an affiliate of Nationwide or its subsidiaries.
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