David H. Jeffries,  CFP<sup>&reg;</sup> - Financial Advisor

David H. Jeffries, CFP®


Financial Professional

Waypoint Financial Partners

1322 Dowell Springs Blvd
Knoxville, TN 37909
(865) 588-9333


David Jeffries is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waypoint Financial Partners in Knoxville, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Special Needs, Women's Finances


Helpful Financial Planning Resources