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  2. Paul M. Jeffrey

Paul M. Jeffrey

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Paul M. Jeffrey
AIF®
President

Paul Jeffrey is the founder, President and Chief Investment Officer of Fairview Financial LLC. 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 30 years of industry experience including investment management, annuities 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, Canada 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.

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  •   4421 Kindletree Road, Charlotte, North Carolina 28210
  •   704-674-5804
  •   pj@fairviewfinancial.com
Investment advice offered through Fairview Financial LLC, a registered investment adviser. Registration does not imply a certain level of skill or training. The information contained herein is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. The specific tax consequences of any investment or strategy will depend on your specific tax situation.

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