Jeffrey W. Askins, CFP®, CDFA™

Jeffrey W. Askins, CFP®, CDFA™

Senior Vice President & LPL Financial Planner

Phone: (850) 410-3569
E-mail:
 

Jeff joined Six Pillars Financial Advisors in 2011 as Senior Vice President, bringing more than 30 years of experience to the membership of First Commerce and the community. A CERTIFIED FINANCIAL PLANNER™ who is registered as an Investment Advisor representative, he manages a number of family relationships that have relied upon him for financial guidance for many years.

Jeff assists his clients with making challenging decisions in areas including investment management, retirement planning, college funding, estate planning, and tax conservation strategies. In addition to his Series 7 general securities license, he also holds the Series 66 and 2-15 insurance licenses. Jeff is also a Certified Divorce Financial Analyst™.

Jeff began his financial services career working with a major insurance company. He obtained his Series 7 license in 1984 and then joined Florida National Bank as a Trust Officer in 1988. He continued his trust officer career with several large institutions and gained valuable experience working through complex financial issues with wealthy families. Jeff opened the Tallahassee Wealth Management Division office for BB&T in 2003 as Senior Vice President.

Jeff has been and remains an active servant to the community and his church. His affiliations include:

  • Leadership Tallahassee Graduate, Class XIX
  • Tallahassee Kiwanis Club, Past Distinguished President & current Treasurer
  • Tallahassee Regional Estate Planning Council, Member
  • Tallahassee Symphony Orchestra, Board Member
  • Economic Club of Florida, Member
  • St. Paul’s United Methodist Church Finance Committee
  • Goodwood Museum & Gardens, Board Member
  • Leon County School Board SAC, Member
  • Leon County Housing Authority, Board Member