Jeff, a graduate of Clemson University and native of Greenville, SC, has been a member of the Consolidated Planning (CP) team since 1989. Over those years, Jeff and his staff have become specialists in the areas of Employee Benefits, Investments, and Individual and Estate Planning.
Jeff is a Life Qualifying and Top of the Table member of one of the industry’s most prestigious professional associations, the Million Dollar Round Table, and year in and year out is one of Consolidated Planning’s top investment producers. He is also a member of several professional organizations, including the Society of Financial Service Professionals, and the National Associations of Life & Health Underwriters. He also serves on the board of the Charlotte Hospitality House, a non-profit organization that provides care for caregivers of local hospital patients.
His accomplishments include consistent qualification for The Guardian Life Insurance Company of America’s Leader’s Club, a recipient of CP’s Advisor of the Year award, and the company’s most prestigious team effort recognition, the Collier Award. He is consistently among the top investment producers at CP and is a member of Park Avenue Securities’ Top Investment Producers group. He has FINRA Series 6, 7, 63, and 65 registrations, as well as insurance licenses for Life, Health, Long Term Care, and Medicare Supplements.
Jeff is a member of St. Vincent DePaul Catholic Church, and is among the very best cooks in the CP family. The financial services industry is only the second career he has had and he feels it will be his last. There is just something especially rewarding when coming to work means making a difference for those he considers family and friends!
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian.