Jeff Turner

Financial Planner

OFFICE: Chattanooga
736 Georgia Avenue, Suite 406
Chattanooga, TN 37402
(423) 702-8947

CONTACT
richjones@continuumpp.com
Direct: (423) 702-8947
Fax: (423) 266-3018

Find me on LinkedIn

I am licensed to sell insurance in TN, GA, AL, CA, HI, NC, SC, TX, and VA and securities in TN, AL, CA, GA, and IN. (CA Insurance Lic. #0C59951)

AREAS OF EXPERTISE:
Advisory services
Retirement analysis and programs
Estate strategies
Employee benefit and retention services
Business continuation strategies
Trust services

EDUCATION:
University of Tennessee BS in Finance, Summa CumLaude
Master of Business Administration – The University of Tennessee Chattanooga
Certified Financial Planner™
Accredited Estate Planner®
Special Care Planner*
Chartered Financial Consultant
Charter Life Underwriter

AFFILIATIONS:
National Association of Estate Planners & Councils - Board of Directors
Chattanooga Estate Planning Council – Past President
McCallie School - Alumni Council
McCallie School - Personal Finance Team Coach (State & National Champions)
College of Business, The University of Tennessee Chattanooga - Adjunct Faculty

DIVISIONS:
Medical professionals, executives

Jeff Team:
EDEE H. SLOAN, LUTCF
Business Manager/ Partner
edee.sloan@continuumpp.com