Jeffrey Albright
Wealth Manager, Partner
Jeff has served as a Wealth Manager since 2012, working directly with clients to develop and implement a strategy to address their financial, investment, insurance, tax and estate planning needs.
Jeff has been working in the investment industry since 1999. He was an Investment Consultant with a major national financial services firm for over 7 years where he assisted clients with their financial needs. Before joining Creative Planning, Jeff spent 6 years with a $900 million investment management firm where he was responsible for client acquisition and working with high net worth individuals, doctors and corporations.
Jeff graduated from Guilford College with a Bachelor of Science degree in Business Management. Jeff has three children, Mary Jane and twins, Michael and Emily. Jeff is a 2019 inductee into the Eastern Randolph High School Hall of Fame for tennis. He is an Eagle Scout who enjoys playing tennis, golf, and spending time with his children.
Articles by Jeffrey Albright
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