Jeffrey Albright

Jeffrey has more than 25 years of experience in the investment industry, serving in his current Wealth Manager role since 2012. He works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs.

Prior to Creative Planning, Jeffrey spent six years with an over one-billion-dollar investment management firm where he was responsible for client acquisition and serving high-net-worth individuals, doctors, and corporations. He garnered his initial industry experience as an Investment Consultant with a major national financial services firm for seven years prior.

Jeffrey earned a Bachelor of Science degree in Business Management from Guilford College (Greensboro, NC), where he was also a member and captain of the men’s tennis team. Jeffrey has three children, Mary Jane and twins, Michael and Emily. He recently married Louise, his best friend from college 30 years prior, and is enjoying a life filled with love and laughter. Jeffrey is an Eagle Scout and was inducted into the Eastern Randolph High School Athletic Hall of Fame in 2019. A proud Carolina Tarheel, Jeffrey enjoys attending sporting events in Chapel Hill with his family and appreciates time with Louise playing tennis, attending concerts, and traveling.