Senior Financial Advisor
Managing Director - Investments
With over thirty years of experience in the financial services industry, Jeff is dedicated to helping clients plan for a financial future that best meets their goals.
Jeff is a graduate of Wake Forest University in Winston-Salem, NC, where he earned a Bachelor of Science degree in Business. He began his career with First Union in 1990 in the management training program and became a Financial Advisor in 1993.
Away from the office, Jeff enjoys spending time with his wife, Noelle and their children Jackson, Kathryn and Julia. He is active with Myers Park Presbyterian Church and enjoys travel, golf and playing the drums.
Jeff has been named a Premier Advisor by Wells Fargo Advisors every year since 2007, a distinction held by a select group of Financial Advisors within the Firm as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Jeff will coordinate the investment planning process for you. He will help you identify your financial goals and tolerance for risk. He will work with you to implement a series of strategies that are designed to help you realize your vision for the future.
Together, our mission is building long term relationships based on trust and providing sound professional advice and superior service. We are fully invested in you.