Jeffrey Farrell

Licensed Servicing Advisor

Jeffrey Farrell is a Licensed Servicing Advisor at McAdams Group, LLC., a full service financial advisory firm in Memphis, TN.

Education / Credentials:

  • BBA, Johnson & Wales University, Providence, RI
  • 23 years of experience in the banking and financial industries, with the last 13 years in Wealth Management.
  • FINRA Series 7, Series 63 and FINRA Series 65 (securities and investments advisor)
  • Life and Health License (life insurance agent)

Expertise:

Financial planning, Risk assessment, Investment management, Income Investing, Estate planning, Tax planning.  I meet with clients to gather an understanding of their financial situation to help me offer solutions to achieve their financial goals.

Passions:

I love sports and the outdoors including hiking, kayaking, golf, and tennis. I have one daughter who is in nursing school at UT Chattanooga.

Favorite Part of Duties:

Being a person my clients can count on.