Cody Jeffcoat

Cody Jeffcoat , AAMS®, CFP®
Financial Consultant Truist Investment Services, Inc.

1414 Raleigh Road

Suite 130,

Chapel Hill, NC 27517-8829

Cody.Jeffcoat@Truist.com

Phone 919-932-4229

Get directions

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About me

Background

Cody Jeffcoat is a Financial Consultant, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and Accredited Asset Management SpecialistSM (AAMS®) with Truist Investment Services, Inc., offering clients more than 17 years of financial services, retirement planning, and investment management experience. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BS in Business Administration, Finance Concentration
NC State University 2000 2003

Personal Interests

Cody is a graduate of North Carolina State University and enjoys traveling with his family. He is an avid cyclist and golfer.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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Recommended Resources

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