Jeff finds purpose in helping people preserve, manage, maintain and use their wealth. With more than two decades of experience, he uses a variety of financial tools to create and implement customized financial strategies to help clients pursue their goals. Dependable and adaptable, he prides himself on clear communication and a client-first philosophy. He believes that all clients deserve dedicated service, regardless of asset level.
He joined FirstBank Investment Partners nearly 20 years ago. He earned a general studies degree from Jackson State Community College and a degree in agriculture from University of Tennessee at Martin.
Giving back to the community is a priority for Rob. He is an active volunteer at Lexington United Methodist Church in several positions, such as chairman of the financial team, chairman of trustees, Sunday school teacher and youth leader. He has also volunteered with Carl Perkins Center for the Prevention of Child Abuse, the YMCA Committee of Lexington and the Lexington Soccer League Board. He has coached several youth softball, Little League baseball and soccer teams.
Born in Augusta, Georgia, he lives in Lexington, Tennessee, with his wife, Kelly. They have been happily married for 30 years and have two children, Nicholas and Katie. An outdoorsman who spent a decade as a Tennessee State Park ranger, he enjoys fishing and hunting, as well as golfing, cooking, woodworking and spending time with family and friends.
Raymond James is not affiliated with the above organizations and/or charitable causes.