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.