Jeffrey T. McCormack
CFP®, MA
Financial Advisor / Member Owner
To build relationships on the foundation of service and shepherd wealth throughout my clients’ lives is a joy and a privilege. This is truly a labor of love.
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Education &
Affiliations &
Jeff is a financial advisor in Savant’s Birmingham, AL office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional, Jeff is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Jeff has been involved in the financial services industry since 1997. He was a partner with Bridgeworth from 2015 until it joined with Savant in 2023.
Jeff is a member of the Financial Planning Association of North Alabama. He serves on the board of the Kiwanis Club of Birmingham and on the Finance Committee at St. Stephen’s Episcopal Church, Cahaba Heights, where he sings bass in the choir.
Jeff earned a bachelor of arts degree from the University of Alabama, where he was inducted into Phi Beta Kappa and graduated magna cum laude. He earned a master of arts (MA) degree from the University of Washington.
When not at work, Jeff enjoys empty nesting with his bride, Brandi—taking in Birmingham’s thriving food scene, being outdoors, and spending time with his children, Lola and Anna, when they are home from school.
Education &
Designations
- University of Alabama
Bachelor of Arts, magna cum laude - University of Washington
Master of Arts (MA) - CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- Financial Planning Association of North Alabama – member
- Kiwanis Club of Birmingham – board member
- St. Stephen’s Episcopal Church, Cahaba Heights – Finance Committee member, choir member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.