As a partner of Moody + East Investment Partners, Jeff manages the investment portfolios and coordinates the financial affairs for a select group of families and individuals that includes corporate executives, business owners and physicians. He has always enjoyed statistics and finance. “Being able to work in finance and advise clients on their financial picture is very rewarding and gratifying,” he says.
Jeff is a Certified Financial Planner® professional who has attained the prestigious CFP® certification, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.
“My goal for our clients is to understand where they are, where they want to go, and how we are going to get there,” Jeff says. “I want them to be able to open their portfolio or their financial plan and know exactly where they stand as it relates to their goals.”
Whether it’s portfolio management or financial planning, Jeff always strives to take the difficult or complex financial matters and explain them in a way his clients can understand.
Before joining Pinnacle Asset Management and Raymond James Financial Services in 2016, Jeff was vice president at Regions Investment Services. Earlier, he was an investment management consultant at Morgan Keegan, which was acquired by Raymond James while he was there. “Raymond James is very similar to how I want my practice to be perceived: personable, relatable, trustworthy and competent,” he says.
Jeff earned a bachelor’s degree in management and finance from the University of Tennessee, where he worked in the football recruiting office for two seasons during Coach Fulmer’s tenure. Before transferring to Tennessee, he played quarterback at Southeast Missouri State. He furthered his education when he received his certificate in financial planning from Northwestern University.
Originally from Jackson, Tennessee, Jeff lives in Brentwood with his wife, Chelsie, and their three children, Avery, Sam and Drew. In his free time, he enjoys playing golf, going to the lake or beach, watching University of Tennessee sports, and coaching his kids’ youth sports. He also caddies for their youth golf tournaments and is affectionately known as their “caddie daddy.”
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
