Vice President, Investments
Born and raised in Jackson, Mississippi, Jeffrey joined Morgan Keegan as a financial advisor in March 2003 and then Raymond James in 2013 when the two companies merged. He graduated in May 1983 from Mississippi State University with Bachelor of Science degree in petroleum engineering.
Jeffrey’s financial services career began as a financial advisor with Merrill Lynch in 1987. Two years later, he was branch manager for Deposit Guaranty Investments in Tupelo and Jackson. In 1993 he joined Prudential Securities, where he worked for the next 10 years.
Jeffrey strives to help balance the financial needs of his clients with mutual funds and asset management programs, in accordance with their risk parameters.
“Our goal is to have our clients be comfortable with the amount of risk they are taking based on their choices,” Jeffrey says. “We aim to have them identify and embrace the plans to get them closer to reaching their desired goal.”
Jeffrey currently resides in Madison with his wife, Pam, and their children: Trent, Keith, Kayla and Ivey.
They are active members of Broadmoor Baptist Church. He is a Life Group teacher, a Divorce Care leader, and involved with the Haiti mission and the Jackson Street Ministry for the homeless and impoverished. In his spare time, he enjoys golfing, fishing and hunting.