Jeff N. Boone,  CFP<sup>&reg;</sup> - Financial Advisor

Jeff N. Boone, CFP®

SunTrust Investment Services Inc

1755 W Poplar Ave
Collierville, TN 38017
(901) 860-0269 CONNECT WITH Jeff
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General

Jeff Boone is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SunTrust Investment Services Inc in Collierville, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: TN
  • Health/disability insurance: TN
  • Fixed annuities: TN
  • Variable annuities: TN

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Investment and Insurance Products: •Are not FDIC or any other Government Agency Insured• Are not Bank Guaranteed •May Lose Value
 Securities, insurance (including annuities) and other investment products and services are offered by SunTrust Investment Services, Inc. (STIS), an SEC registered investment adviser and broker-dealer affiliate of SunTrust Banks, Inc., member FINRA, SIPC, and a licensed insurance agency.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Retirement, Long-term Care, Succession Planning, Special Needs

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