Who We Are

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.

Sharyn M. 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.

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Who We Are

Paul M. Jeffrey, AIF®

President

Sharyn M. Jeffrey

Office Manager