Clients Come First
THE FAIRVIEW MISSION
Our firm is built around the concept that professional discretionary investment management can be delivered as a valuable and cost effective service. We pride ourselves in our ability to weed through the vast range of investments available in today's highly sophisticated financial marketplace - in order to find opportunities best suited to your goals.
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Our guidance is based on our heartfelt conviction that your needs and your goals must absolutely come first - and we strive to provide an effective service that is delivered in a friendly and approachable manner.
Each relationship we build is nurtured to the best of our abilities and we provide the respect and consideration you deserve. We focus on delivering carefully designed investment management, and diligent ongoing service - all for one reasonable asset-based fee. Our goal is to earn your trust and to consistently demonstrate the value-added nature of what we offer.
Fairview Financial takes the protection of your assets very seriously. For that reason we have chosen Schwab as our primary custodian.
You may already be familiar with the retail side of Schwab — with hundreds of offices and a hard-to-miss advertising campaign — consistently recognized for industry-leading service, advanced trading tools, and extensive resources.
What is less well known is that the institutional side of Schwab provides the same cutting-edge technology and services to over 15,000 independent Registered Investment Advisors - just like us.
Fiduciary Standard of Care
THE VAST MAJORITY OF THE NATION’S INVESTABLE WEALTH IS IN THE HANDS OF INVESTMENT FIDUCIARIES
A fiduciary is required by law to act in the best interests of their client - yet many are not even aware of their duties and responsibilities. Fairview Financial, as a Registered Investment Advisor, is by definition an investment fiduciary - and we take this obligation very seriously.
Paul Jeffrey, Fairview’s sole RIA representative, has been designated as an Accredited Investment Fiduciary indicating that he has received the necessary training and has obtained a thorough knowledge of the process accepted as suitable in managing investments to an appropriate fiduciary standard of care.
Meet Paul Jeffrey
PRESIDENT | CHIEF INVESTMENT OFFICER
Paul Jeffrey is the founder, President and Chief Investment Officer of Fairview Financial. Since 2002 he has led the company to continued growth through his commitment to the highest level of integrity – with a mission to protect and grow client assets as the firm’s investment advisory representative. He has over 35 years of industry experience including investment management, planning and 401(k) plan advisory services. Paul brings a broad range of expertise to both his clients and his company.
Prior to Fairview Financial Paul was a First Vice President of Investments with Wachovia Securities (now Wells Fargo) from 1999 – 2002 where he cultivated long term relationships with clients through diligent follow through and continual communication. He originally moved to Charlotte from Toronto in 1994 and worked as VP of Investments at Paine Webber (now UBS) before taking the position at Wachovia.
Paul began his career in the financial and investment industry at Merrill Lynch immediately after graduating from Harvard in 1983 with a BA in Economics. He has held the series 7, 24, 31 licenses and currently works as an Investment Advisor and an Accredited Investment Fiduciary.
He spends his free time chasing kids and grandkids, participating in the sports of masters rowing and cycling – and travelling cross-country with Sharyn, while towing an Airstream trailer (our mobile office!).
Meet Sharyn Jeffrey
OFFICE MANAGER
Sharyn Jeffrey is the Office Manager for Fairview Financial LLC. In this capacity she is responsible for accounting, administration and compliance management and procedures. Her previous experience with Wachovia Securities (now Wells Fargo) and Arch Communications makes her a knowledgeable and capable asset to the company.​
During her 6 years at Wachovia, Sharyn was a Vice President and Administrative Group Head in the Administrative Services Group – focusing on fixed income and investment banking in Charlotte, NC, Houston, TX and St. Louis, MO. She was responsible for managing executive/administrative assistants, the general support services group and the direct hiring of managers in these areas. In her role overseeing approximately 130 team members she provided strategic direction, coaching, developing and recruiting of top talent for the Global Markets and Investment Banking Group.
Sharyn served on the Corporate & Investment Banking Diversity Committee and Co-Headed the Administrative Best Practices Committee.
Prior to joining Wachovia, Sharyn spent 16 years in Finance, Facilities, and Administration, including Office Manager supporting over 300 employees at Arch Communications.
Sharyn is native to Charlotte, NC and attended the University of NC – Charlotte, majoring in Criminal Justice and Psychology. She has raised two daughters to become successful adults and currently enjoys gardening, boating, traveling and spending time with family and friends.