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William B. Jeffrey, LUTCF

Bill Jeffrey has been serving his clients in the financial services industry since 1992 and joined the Ashford Advisors team in 2009.  His desire is to assist his clients in unraveling the complexity of their financial lives to help them build and enjoy their wealth while creating a legacy for their families.  In working with his clients, Bill believes developing custom strategies to improve their financial well-being can also support their mission of stewardship.  He derives tremendous satisfaction in knowing he is helping to make a difference in his community.

 

Bill holds the designation of Life Underwriters Training Council Fellow (LUTCF).  In addition, he is an active member of the National Association of Insurance and Financial Advisors (NAIFA), the National Association of Health Insurance Underwriters (CSRA/NAHU), and the National Association of Professional Agents (NAPA). 

 

Prior to his career in financial services, Bill served in the United States Army in the 82nd Airborne Division in numerous operations both in peace and wartime.   A former oceanography student at Old Dominion University in Norfolk Virginia, Bill has a deep love and respect for the ocean and is member of Cousteau Society and Surfrider Foundation. 

 

Married in 2006, Bill is devoted to his wife, Karen, and their four children Cameron, Jessica, Devin and Sarah.   Residing in Evans, Georgia, a suburb of Augusta, Bill is active in his community serving as an ambassador for the Metro Augusta Chamber of Commerce and he is a founding member of Greenbrier Church where he serves on the Finance and Worship Teams.  Reaching beyond his local community, he is a Holt International child sponsor.

 

 

Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.  Bill Jeffrey is licensed in AL, GA, NC, and SC.              

2011-4330      

 

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William B. Jeffrey, LUTCF
Contact Information

912 River Bound Court

Evans, GA  30809

(706) 414-7366

fax (706) 922-5990

billjeffrey@ashfordadvisors.net


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