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Biography

Jeff Palmer

Jeffery Palmer offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS). The Palmer Group was founded by Jeff Palmer who started in the financial service industry in 1990. Jeff began his quest in financial planning as a college student at Western Carolina University receiving 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.

Jeff for many years 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. In 2004, 2008 and 2009, he was the number one financial planner in the nation for Prudential Financial Planning Services. This is no easy achievement for a small town boy residing in rural Western North Carolina especially when he is competing against colleagues around the country in many affluent cities.

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 for them when the world seems to be crashing around them. Jeff spends many personal hours studying financial resources while learning and developing his skills as a financial planner to better assist clients in reaching 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 and they have two children, Christina and Jack. Due to Christina being born with a birth defect called spina bifida, he has first-hand experience helping families with special needs planning. He serves on the Finance Committee and is a deacon at Biltmore Baptist Church where he has been a facilitator for Crown Financial ministries. He loves coaching his son’s basketball and travel baseball teams through Upward Sports and Diamond Mine Baseball Training Facility. Jeff loves mountain biking, trout fishing, physical fitness, traveling and spending time with his family. Also, Jeff is an avid real estate investor but this is not part of his practice. 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 market place through active membership in many associations and strong industry alliances.