David Jeffery
Vice President, Resident Manager, Portfolio Manager
Phone:
(256) 760-5379(256) 760-5379
Jeffery and Sons at Morgan Stanley
Florence:
(256) 760-5377(256) 760-5377
Toll-Free:
(800) 704-7675(800) 704-7675
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As a business owner, your personal wealth is inextricably linked to the financial health of your company. We understand the interplay between your business decisions and your future financial security. We can work with you to assess your business needs, identify risks and opportunities, as well as develop strategies to help achieve goals as diverse as retaining talented employees, managing cash flow and planning for succession.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
OUR PROCESS
Here at Jeffery and Sons, we take pride in our financial process. Read below on how we breakdown our process into four main steps.
Step 1: Discovery Process
We take the time to fully understand you and your family - whether you're planning for retirement, purchasing a new home, putting your kids through college or living out your golden years - we consider all of your challenges, goals and aspirations when building your financial picture.
Step 2: Forming Your Strategy
Using your goals as a compass, we create a plan that is tailored to your financial needs.
Step 3: Implementing your Plan
We apply extensive research and analysis while utilizing Morgan Stanley's Digital resources to ensure that your investments are best suited to fit your financial needs.
Step 4: Measuring your Success
We monitor your plan and track in real time to make adjustments according to your needs, life events and market conditions.
Valuable Resources
Our comprehensive suite of digital resources are designed to help enhance every aspect of your financial life. These resources are meant to transform complex financial analysis and research into concise and easily digestible content.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Check out the latest report
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Check out the latest report
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Check out the latest episode
A Parent's Guide to Talking to Your Kids About Money
Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.
Click here for more
You Can't Manage Portfolio Risk Without Seeing The Big Picture
What if there were a resource that could show you where your investment exposures are and how they might affect your returns in different scenarios?
Click here for more
6 Money Questions to Ask Your Partner Before You Commit
Thinking of taking the next step with someone special? Head off money headaches by talking about your finances first.
Click here for more
What's Your Relationship with Wealth
Before engaging in family wealth-planning conversations, you may want to examine your own feelings and attitudes about wealth. Here are some questions you can ask yourself.
Click here for more
Innovative Ways to Pay for Education
A 529 plan is a great way to invest for future education costs, but there are also other options to raise the funds you need.
Click here for more
Top 5 Mistakes Investors Make in a Market Sell-Off
Whether it is panic selling, hiding out in cash, or trading frantically during volatile markets, investors tend to make several mistakes that can hurt them long-term. Know how to spot—and avoid—the most common bad behaviors.
Click here for more
Stock Market Outlook: Reasons for Optimism
What will 2023 bring for stocks? Investment Management’s Andrew Slimmon says the first half could surprise to the upside and to watch value stocks and Asia ex-Japan for opportunities.
Click here for moreDigital Tools
Here at Jeffery and Sons, we utilize the Modern Wealth Tools that Morgan Stanley provides to enhance our client's financial goals. Below are some of the resources we use every day to provide you with a high level of service.
Morgan Stanley Online (MSO)
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that clients can take advantage of. Read more below on what some of these advantages are.
Enroll Here
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your external account information, you will benefit from more informed and comprehensive wealth planning and convenient connectivity.
Sign up for Total Wealth View
Financial Planning (GPS)
Our financial planning tool, GPS, helps clients define what their financial goals are, and then creates a financial framework to bring these goals to life.
Learn more about GPS here
Portfolio Risk Platform (Aladdin)
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative tool used by several of the world's largest institutional asset managers, using this tool provides comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios.
Manage Your RiskLocation
105 South Court Street
Florence, AL 35630
US
Direct:
(256) 760-5377(256) 760-5377
Toll-Free:
(800) 704-7675(800) 704-7675
Meet Jeffery and Sons
William Jeffery
Senior Vice President, Financial Advisor
Phone:
(256) 760-5378(256) 760-5378
Phone:
(256) 650-4015(256) 650-4015
About David R Jeffery
Securities Agent: HI, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; BM/Supervisor; General Securities Representative; Investment Advisor Representative
About William Tillman Jeffery
Securities Agent: PA, AL, AR, AZ, CA, CO, FL, GA, IL, KS, KY, MD, MO, MS, NC, NJ, NM, SC, TN, TX, VA, WA, NY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1395629
NMLS#: 1395629
About John T Jeffery
John attended Vanderbilt University on an ROTC Scholarship and graduated in 1999. After majoring in Economics, he served as an Infantry Officer and Ranger in the U.S. Army. He also worked as an international security consultant and commercial loan office at regional banks in the southeast and before joining Morgan Stanley in 2010. John focuses on corporate retirement plans, 401(k), employee stock ownership plans, non-qualified plans and employee benefit consulting. John is passionate about his family, trail running, water skiing, and adventure racing.
Securities Agent: DC, WA, VA, UT, TX, TN, SC, PA, OK, NY, NM, NC, MS, MO, MN, MI, MD, KY, KS, IL, GA, FL, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1310699
NMLS#: 1310699
About Joe Agee
Securities Agent: AL, AZ, CA, FL, GA, MA, MS, MT, TX; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
Contact David Jeffery
Contact William Jeffery
Contact John Jeffery
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Emily Mason, CFP®, CPWA®
Financial Planning Director, Vice President
About Emily Mason
Emily Mason is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Alabama, Arkansas, and the Florida Panhandle. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Emily began her career in financial services in 2014, and joined Morgan Stanley shortly thereafter, in 2015. Prior to her current role, she held a variety of positions serving teams and clients throughout her complex at Morgan Stanley, in addition to holding a position as an Adjunct Instructor at The University of Alabama where she taught courses within their Financial Planning and Counseling concentration. Emily earned her Masters in Financial Planning and Counseling from The University of Alabama and holds her Certified Financial Planner™ and Certified Private Wealth Advisor® designations. Emily holds an undergraduate degree in Human Development and Psychology which gives her a unique perspective as she works to create comprehensive financial plans centered on both personal and financial goals.
Emily and her husband, John, have been married for 10 years and together they have two kids, ages 6 and 3.
In her free time, she enjoys spending time with her family, exercising, traveling, and participating in her community and church.
Emily began her career in financial services in 2014, and joined Morgan Stanley shortly thereafter, in 2015. Prior to her current role, she held a variety of positions serving teams and clients throughout her complex at Morgan Stanley, in addition to holding a position as an Adjunct Instructor at The University of Alabama where she taught courses within their Financial Planning and Counseling concentration. Emily earned her Masters in Financial Planning and Counseling from The University of Alabama and holds her Certified Financial Planner™ and Certified Private Wealth Advisor® designations. Emily holds an undergraduate degree in Human Development and Psychology which gives her a unique perspective as she works to create comprehensive financial plans centered on both personal and financial goals.
Emily and her husband, John, have been married for 10 years and together they have two kids, ages 6 and 3.
In her free time, she enjoys spending time with her family, exercising, traveling, and participating in her community and church.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Wealth Management
From Our Team
A Simple Six-Step Retirement Checkup
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Jeffery and Sons today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards DisclosuresLink Opens in New Tab
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards DisclosuresLink Opens in New Tab
CRC 6491812 (04/2024), 3582895 (6/2024)