• Mike Jackson , CFA

    Director of Research, Phoenix Wealth Advisors

    Investment Consultant, RJFS

Our advisors rely on Mike for his investment acumen, which allows Phoenix to build portfolios utilizing a process founded on risk-adjusted returns. He spends his time studying macroeconomic data, formulating portfolio strategy and calculating company valuations – building the Phoenix game plan from the ground up.

2 years PaineWebber Private Client Group

6 years analyst and portfolio manager Wachovia Asset & Wealth Management

8 years senior portfolio manager Franklin Street Partners

Mike joined Phoenix in 2016 and directs asset allocation, external manager research and internal equity strategies, including the Trust Portfolio, a traditional core equity strategy. Mike graduated from UNC Chapel Hill with a B.S. in Business Administration and earned an MBA from Wake Forest.

Raised in Laurinburg, North Carolina, Mike is married and can be found coaching youth sports, transporting his three children to practices, teaching Sunday School at Triangle Grace Church or spending weekends smoking tasty dishes.

Raymond James is not affiliated with the above organizations and/or charitable causes.