After graduating with honors from the University of Alabama, Jeffrey began his career in finance at Sterling Bank as a Credit Analyst. As a Credit Analyst, Jeffrey was responsible for analyzing all major commercial loans and relationships at the bank. His experience as a Credit Analyst provided him with extensive knowledge and training in the areas of cash flow management, equipment financing, inventory management, and loan procurement and structuring.
In June of 2007, Jeffrey became a Financial Advisor with Merrill Lynch. As a Financial Advisor at Merrill Lynch, Jeffrey received extensive training in investment management, investment risk analysis, and retirement income planning. It was his job to help existing and new clients manage their portfolios to provide a secure financial future and to provide protection to the downside risks of the stock market.
In 2009, Jeffrey decided to expand the services that were available to his clients and he transitioned to become an independent Financial Advisor. Jeffrey continued to work with individuals in the areas of wealth planning and asset management, however, he also specializes in working with small business owners. His relationships with small business owners are concentrated in asset planning, asset protection, and implementing a financial plan that will allow them to grow their assets in a tax-efficient manner.
In 2013 Jeffrey decided to alter his investment approach and adopt the principles of the endowment model. His focus would require that he establish new relationships with asset managers who worked with institutions and endowments. These new relationships allowed Jeffrey to provide his clients with solutions that were previously only available to institutions and the very affluent. These services include institutional investment management, financial planning, risk management, real estate investment trusts, business development investment programs, equipment leasing investment programs, oil and gas limited partnerships, and structuring captive insurance programs.
In the Fall of 2016, Jeffrey and his partners combined their respective financial practices to create Greenwood Wealth Management. Greenwood is focused on providing minority Advisors with extensive training and a robust technology platform to be successful in an industry that lacks adequate minority representation. Greenwood also places a high priority on providing its clients with best in class investment management and financial planning services.
During his ten years of experience in the financial services business, Jeffrey has developed a comprehensive process that places the focus on securing your financial security. He believes that knowledge and exposure are paramount to achieving success. This belief motivates him to continue to educate his clients and his community.
Jeffrey and his wife, LaPearl, live in Auburn, AL. During his occasional free time, Jeffrey enjoys collecting sneakers, traveling, relaxing with a nice cigar, and cheering on the Crimson Tide.