A servant-leader at home and at work, Jeff deeply believes that nothing happens by accident; instead it takes hard work, planning and consistency to succeed in business and in life regardless of how one chooses to define success. With this distinctive insight, Jeff utilizes his investment planning experience and his strategic planning skills to help individuals, family business owners, and employees of public companies prepare of lifes transitions, challenges and opportunities. His reward for a job well done is when his clients introduce Jeff to their friends and family, referring to him as their Familys CFO. Jeff began his career in 1994 with J. C. Bradford & Co., where he worked for 6 years. He later joined IJL/Wachovia, a predecessor firm of Wells Fargo Advisors in Johnson City, TN where remained for 15 years before joining The Bays Mountain Group at Morgan Stanley in Kingsport, TN. Community and civic minded, Jeff is committed to a variety of organizations located in and around Kingsport, TN. When spending time with his friends and family, Jeff volunteers at the Second Harvest Food Bank (Northeast TN), worships at the Eastern Heights Presbyterian Church (Bristol, TN) and serves as a member of the ETSU Foundation, a nonprofit entity formed in 1970 for the purpose of funding and furthering a variety of ETSU academic and sports-related initiatives. This information is intended for use by residents of AR, AZ, CA, CO, FL, GA, KY, LA, MI, MN, NC, NE, NY, OH, SC, TN, TX, & VA only. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. 