Jeffrey T. McCormack

CFP®, MA

To build relationships on the foundation of service and shepherd wealth throughout my clients’ lives is a joy and a privilege. This is truly a labor of love.

101 25th Street North Suite 100 Birmingham, AL 35203
205.208.8700

Jeff has been involved in the financial services industry since 1997. He was a partner with Bridgeworth from 2015 until it joined with Savant in 2023.

Jeff earned a bachelor of arts degree from the University of Alabama, where he was inducted into Phi Beta Kappa and graduated magna cum laude. He earned a master of arts degree from the University of Washington. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of North Alabama.

Jeff serves on the board of the Kiwanis Club of Birmingham and on the Finance Committee at St. Stephen’s Episcopal Church, Cahaba Heights, where he sings bass in the choir. When not at work, Jeff enjoys empty nesting with his bride, Brandi—taking in Birmingham’s thriving food scene, being outdoors, and spending time with his children, Lola and Anna, when they are home from school.


Education &
Designations

  • University of Alabama
    Bachelor of Arts, magna cum laude
  • University of Washington
    Master of Arts
  • CERTIFIED FINANCIAL PLANNER™ professional

Affiliations &
Community Service

  • Financial Planning Association of North Alabama – member
  • Kiwanis Club of Birmingham – board member
  • St. Stephen’s Episcopal Church, Cahaba Heights – Finance Committee member, choir member

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.