Jeff Macy Email & Phone Number
Investment Advisor Representative @ Integrated Partners
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Jeff Macy Location
- Roanoke, VA, US
Jeff Macy Work
- Investment Advisor Representative @ (June 2021 - Present)
- Investment Advisor Representative @ Level Four Advisory Services, LLC (January 2015 - June 2021)
- Financial Advisor @ Greystone Financial Group an office of Metlife (January 2012 - January 2013)
- Licensed Agent @ (May 2011 - April 2012)
- Patrol Training Supervisor @ USMC Police Department (April 2009 - October 2011)
- Sergeant - K-9 Unit Supervisor @ Hanover County Sheriff's Office (July 2007 - October 2008)
- Master Patrol Deputy - K-9 Unit Trainer and Handler @ Hanover Sheriff's Office (August 1997 - July 2007)
- Sergeant - Kennel Master - Chief Trainer - Military Police Dog Handler @ (November 1991 - August 1997)
Jeff Macy Education
- The American College of Financial Services
CHFC and CFP Designation (CERTIFIED FINANCIAL PLANNER ™)
2014-2017 - Virginia Commonwealth University
Masters (Public Administration)
2006-2008 - Blueffield College
B.S (Criminal Justice)
2000-2004
Jeff Macy Skills
- Retirement
- Fixed Annuities
- Mutual Funds
- Insurance
- Securities
- IRAs
- Long-term Care
- Small Business
- Asset Allocation
- Life Insurance
- Long Term Care Insurance
- Estate Planning
- Term Life Insurance
- Retirement Planning
- Whole Life
- Annuities
- Strategic Financial Planning
- Universal Life
- Disability Insurance
- Buy-sell Agreements
- 401k
- 401k Rollovers
- 403 b
- 457 Plans
- Bonds
- Business Continuity Planning
- Direct Sales
- Employee Benefits
- Finance
- Financial Services
- Health Insurance
- Investment Advisory
- Investments
- Leadership
- Microsoft Office
- Pensions
- Public Speaking
- Qualified Retirement Plans
- Retirement Plan Consulting
- Sales
- Sales Management
- Series 6
- Series 63
- Series 65
- Series 7
- Strategic Planning
- Succession Planning
- Team Building
- Variable Annuities
- Wealth Management
- Buy Sell Agreements
- Long Term Care
Jeff Macy Summary
- Jeff Macy, based in Roanoke, VA, US, is currently a Investment Advisor Representative at Integrated Partners. Jeff Macy brings experience from previous roles at Level Four Advisory Services, LLC, Greystone Financial Group an office of Metlife, New York Life Insurance Company and USMC Police Department. Jeff Macy holds a 2014 - 2017 CHFC and CFP Designation in CERTIFIED FINANCIAL PLANNER ™ @ The American College of Financial Services. With a robust skill set that includes Retirement, Fixed Annuities, Mutual Funds, Insurance, Securities and more. Jeff Macy has 2 emails and 1 mobile phone numbers on RocketReach.
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