Jeffrey Harrell

Jeffrey Harrell Email and Phone Number

Financially Independent & Podcast Host
Jeffrey Harrell's Location
United States, United States
About Jeffrey Harrell

Jeff Harrell spent over two decades as a financial advisor, portfolio manager, and public speaker. He left his financial services career in 2022 for a more flexible, less stressful, location independent (LI) lifestyle, and now enjoys educating family, friends—and everyday investors—on how to invest their money wisely. This now defines his identity, as his passion for helping anyone interested in attaining financial independence (FI) comes through with his dynamic personality. He spends less than 10 minutes a month reviewing his financial investments and has no interest in following investment related news on a regular basis. He uses the extra time he has acquired from reaching FI to travel all over the country visiting friends and family, improving his time to solve a Rubik’s cube, watching Baltimore Orioles games, and searching for great point redemptions on airlines or resorts to visit faraway places at a moment’s notice. Put simply, he is living his FI life the way he wants to.

Jeffrey Harrell's Current Company Details

Financially Independent & Podcast Host
Jeffrey Harrell Work Experience Details
  • Mcgill Advisors, A Division Of Brightworth
    Wealth Advisor & Director Of Portfolio Management
    Mcgill Advisors, A Division Of Brightworth Jun 2000 - Jan 2022
    McGill Advisors, a division of Brightworth, assists dental clients of The McGill Hill Group in implementing successful investment strategies and navigating the complex investment decisions required to achieve and maintain financial independence.Founded in 1999, we serve clients in a variety of professions nationwide. In addition to a national presence, experience is also something we pride ourselves on, with our Wealth Advisors having over 70 years’ combined investment management experience.We believe in exceptional customer service and a team approach in taking care of our clients. Our client relationships are designed to include several professionals knowledgeable about your investment accounts and available to serve you and your individual needs. Our wealth advisor team will be involved in all aspects of your relationship.We offer you a complete solution to implement all of your investment needs. The path toward financial success can be difficult to navigate alone and we would love the opportunity to help you every step of the way.
  • London Pacific Advisors
    Research Analyst
    London Pacific Advisors Jun 1997 - May 2000
    Performed financial analysis of prospective clients investment accounts. Assisted portfolio managers with financial analysis of current and potential investment securities.

Jeffrey Harrell Education Details

Frequently Asked Questions about Jeffrey Harrell

What is Jeffrey Harrell's role at the current company?

Jeffrey Harrell's current role is Financially Independent & Podcast Host.

What schools did Jeffrey Harrell attend?

Jeffrey Harrell attended California State University-Sacramento.

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