Jeffery Palmer offers financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco) (Member SIPC), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. The Palmer Group was founded by Jeff Palmer who entered the financial service industry in 1990. Jeff began his quest in financial planning as a college student at Western Carolina University, where he earned his BSBA degree, double majoring in Financial Planning and Computer Information Systems. After graduating from college with honors, he began his career with The Prudential Insurance Company of America.
For many years, Jeff has been one of Prudential Financial Planning Services’ leading financial planners, receiving many industry honors, as well as multiple Vanguard Awards from The Prudential Insurance Company of America, for excellence in financial planning. Jeff’s specialty is assisting business owners in the sale or transfer of their businesses to a key employee, family member or third-party buyer. Additionally, he has extensive skills and knowledge in retirement, tax, and estate planning.
Jeff’s mission is to help people and create a life-long friendship with each client. He is there to celebrate their victories and will be there when the world seems to be crashing around them. Jeff spends many hours studying financial resources while learning and developing his skills as a financial planner to better assist clients to reach their goals. He is client focused, not Jeff focused. When it comes to helping secure his clients’ financial future, he endeavors not to leave anything to chance. Jeff is a Chartered Financial Consultant ChFC®. He holds the following securities registrations: Series 7, 6, 63 and 65. He holds the following insurance licenses: Life, Accident and Health, and Long-Term Care.
Jeff married his high school sweetheart, Kim; together they have two adult children, Christina, and Jack. Because Christina was born with a birth defect called spina bifida, he has first-hand experience helping families with special needs planning. He is actively involved with “Orbie for Orphans/One More Child”, serving as a board member. Jeff enjoys physical fitness, trout fishing, traveling, and spending time with his family. Jeff is an active member of his church and has served in several leadership capacities over the years. Jeff is very proud of his heritage growing up in Andrews, North Carolina, a small town in the Appalachian Mountains of Western North Carolina.
The Palmer Group is headquartered in Asheville, North Carolina. Jeff has a committed team who adheres to a professional code of ethics and regulatory compliance. Jeff and his team stay astute to the financial marketplace through active membership in many associations and strong industry alliances.
Jeff offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco) (Member SIPC), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and am agent of issuing insurance companies.
The Palmer Group is an independent organization and is not an affiliate of Prudential Financial. The Palmer Group sells life insurance products of Prudential Financial’s affiliated life insurance companies, in addition to products of non-affiliated insurance companies.
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