Savant Wealth Management
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Jeffrey T. McCormack

CFP®, MA

Financial Advisor / Member Owner

205.208.8700

Overview

Jeffrey “Jeff” McCormack serves as a financial advisor in Savant’s Birmingham, Alabama, office, where he focuses on comprehensive financial planning strategies. As a CERTIFIED FINANCIAL PLANNER® professional, he supports individuals and families with wealth transfer and philanthropy planning, proactive income and estate tax strategies, retirement cash flow projections, retirement income optimization, insurance analyses, debt management, and education funding.

Jeff entered the financial services industry in 1997 and has spent more than 25 years helping clients navigate their financial lives. He was a partner at Bridgeworth until it joined Savant in 2023.

He participates actively in the Financial Planning Association of North Alabama. He also serves on the board of the Kiwanis Club of Birmingham and contributes to the Finance Committee at St. Stephen’s Episcopal Church in Cahaba Heights, where he sings bass in the choir.

Jeff earned a bachelor’s degree in English from the University of Alabama, graduating magna cum laude and becoming a member of Phi Beta Kappa. Jeff later completed a Master of Arts (MA) in English at the University of Washington.

He and his wife, Brandi, enjoy the rhythm of their empty‑nest season. They explore Birmingham’s food scene, spend time outdoors, and look forward to visits from their daughters, Lola and Anna, when they’re home from school.

Areas of Focus

Jeffrey’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust Services

Education

  • University of Alabama
    Bachelor of Arts in English, magna cum laude
  • University of Washington
    Master of Arts (MA) in English

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional

Affiliations

  • Financial Planning Association of North Alabama – member
  • Kiwanis Club of Birmingham – board member
  • St. Stephen’s Episcopal Church – Finance Committee member, choir member

Insights & Perspectives

Thought leadership on wealth management, tax strategy, and financial planning.

View All Insights

Office Locations

Serving clients from our Birmingham office.

Birmingham

101 25th Street North
Suite 100 Birmingham, AL 35203
t. 205.208.8700

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Disclosures

CFP®

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.

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