Jeff Burgess joined the BCS Wealth Management team in November 2018. Jeff has over 20 years of experience as a financial advisor. He previously worked with several teams in the banking industry.
Jeff holds the Series 7, 66, and 26 securities licenses. He also holds Life and Health Insurance licenses.
Jeff started his career at First Union National Bank in Virginia. After leaving First Union, Jeff worked for several large national banks in wealth management.
Jeff attended ETSU and Milligan College. He is a lifelong citizen of Johnson City. He is passionate about helping individuals and families in his hometown reach their financial goals.
Jeff especially enjoys helping clients with retirement planning. He believes retirement is an ever-changing goal. He believes an advisor with knowledge in this area can help create and implement a meaningful plan.
In his free time, Jeff enjoys spending time with Jennifer, his wife of 24 years; Carly, his adult daughter; and his five dogs. Jeff and Jennifer advocate for homeless animals in the area and enjoy working with the local Humane Society. Jeff is also an avid fitness participant. He feels that staying healthy physically keeps him healthy mentally, which allows him be at his best for his family and clients.
Email Jeff at: firstname.lastname@example.org