David Jeffries

CERTIFIED FINANCIAL PLANNER™ professional at Waypoint Financial Partners, LLC
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Knoxville, Tennessee, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Retirement Income Certified Professional®
    The American College of Financial Services
    Jun, 2015
    - Nov, 2024
  • CFP®
    CERTIFIED FINANCIAL PLANNER Board of Standards
    Sep, 2010
    - Nov, 2024
  • Series 7, 24, 63, 66
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Waypoint Financial Partners, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • CERTIFIED FINANCIAL PLANNER™ professional
      • Jan 2000 - Present

      My partners and I at Waypoint Financial Partners, LLC work with individuals and businesses to identify their financial goals and develop customized strategies to meet them. My philosophy is to approach everything based on the principles of financial planning, considering the total picture in making recommendations. My focus is on educating my clients regarding their options and developing individualized recommendations for their specific situation. Investment and insurance products are offered in many forms and through multiple channels to help meet my clients’ needs. "CFP® and CERTIFIED FINANCIAL PLANNER ™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements." Show less

  • Allstate
    • United States
    • Insurance
    • 700 & Above Employee
    • Homeowner’s Frontline Performance Leader
      • Oct 1996 - Dec 1999

      Responsible for leading a team of homeowner claims professionals working both inside and out in the field to satisfactorily resolve claims in the states of Alabama and Tennessee Responsible for leading a team of homeowner claims professionals working both inside and out in the field to satisfactorily resolve claims in the states of Alabama and Tennessee

  • Colonial Insurance Comapny of California
    • Knoxville, Tennessee Area
    • Territorial Claim Manager
      • Jul 1991 - Oct 1996

      Responsible for the profitable and effective oversight of a regional non-standard auto claims center, servicing the states of Tennessee, Arkansas, Kentucky and Indiana. All auto claims for the company originating in the four state area were managed and resolved from this location. My role was to ensure that all regulatory and internal standards were met while efficiently servicing our customers’ claims while also managing loss exposure. Responsible for the profitable and effective oversight of a regional non-standard auto claims center, servicing the states of Tennessee, Arkansas, Kentucky and Indiana. All auto claims for the company originating in the four state area were managed and resolved from this location. My role was to ensure that all regulatory and internal standards were met while efficiently servicing our customers’ claims while also managing loss exposure.

Education

  • University of Tennessee at Knoxville
    Bachelor of Science, Accounting and Finance
    1980 - 1984

Community

You need to have a working account to view this content. Click here to join now