Philip Jefferson's Location

North Carolina, United States

Philip Jefferson's Work

  • Financial Advisor @ Wells Fargo
  • Financial Advisor @ CCB and then Sun Trust Bank
  • IC @ NCF Financial Corp.

Philip Jefferson's Education

  • East Carolina University

    BS (Urban & Regional Planning)

    1985 - 1989
  • North Forsyth

    (High School)

    1983 - 1985
  • Carver High School

    (High School)

    1981 - 1983

Philip Jefferson's Skills

  • Fixed Annuities
  • Retirement
  • Risk Management
  • Insurance
  • Bonds
  • Stocks
  • Budgets
  • Retirement Planning
  • Wealth Preservation Planning
  • Management

Philip Jefferson's Summary

Philip Jefferson, based in North Carolina, United States, is currently a Financial Advisor at Wells Fargo Advisors, bringing experience from previous roles at CCB and then Sun Trust Bank, NCF Financial Corp. and Jefferson Pilot Financial. Philip Jefferson holds a 1985 - 1989 BS in Urban & Regional Planning @ East Carolina University. With a robust skill set that includes Fixed Annuities, Retirement, Risk Management, Insurance, Bonds and more, Philip Jefferson contributes valuable insights to the industry. Philip Jefferson has 3 emails and 1 mobile phone number on RocketReach.

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