- Catawba College, B.A., Business Administration – Finance
- Series 6, 7, 9, 10, 63, 65, and 66 Securities Licenses
- North Carolina Life and Health Insurance Licenses
Jeff joined Synergy Wealth Management in 2010. He began his career in the Financial Services Industry in 1994. Jeff currently resides in Salisbury North Carolina with his wife Kim and their three children, Laura, Jaden and Trevor.
Securities Offered Through SA Stone Wealth Management, Inc.
Advisory Services Offered Through Synergy Investment Group, Inc.
Insurance Products Offered Through Synergy Insurance Group
Synergy Investment Group, Inc and Synergy Insurance Group, Inc are not affiliated with SA Stone Wealth Management