Jack Dubel is a Financial Advisor with Raymond James Financial Services, Inc in Greensboro, NC. Jack consults with plan sponsors, trustees and administrators on business retirement plans. He also helps pre-retirees, retirees and business owners prepare for the future with sound planning and investment advice.
Born in Bristol, VA, Jack grew up in Rocky Mount, NC where he graduated from Rocky Mount Sr. High School. He later earned a B.S. in Economics & Business Administration from UNC Greensboro and a MBA from Wake Forest University. He served in the U.S. Army, a 1st Lieutenant, both in the United States and the Republic of Vietnam.
After a successful career in private industry, Jack entered the financial services industry in the year 2000 with Salomon Smith Barney. He later transferred to A.G. Edwards and, in the year 2005, moved his practice to Raymond James Financial Services, Inc. where he found his home.
In addition to professional investment and insurance licenses, Jack completed requirements for the CERTIFIED FINANCIAL PLANNER™ marks and received the CFP® designation in 2005. In 2010, he earned the AIF® (Accredited Investment Fiduciary) designation.
A tireless community and civic volunteer, Jack also is involved professionally with The Society of Financial Service Professionals and serves on the Board of The Guilford County Veterans Memorial and the Steering Committee of the Steve Millikin Black Cap Veterans Group. Jack is an active supporter of UNCG Spartan Athletics and Wake Forest Demon Deacon Athletics. He and his wife, Kathi, live in Greensboro.
Investment Management Consultant is completed through Raymond James Institute of Investment Management Consulting Program.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.