SunTrust Investment Services, Inc.
Cody Jeffcoat Photo

Cody Jeffcoat, AAMS®, CFP® Financial Consultant

-Hide Locations

1200 BEAVER CREEK COMMONS DRIVE

APEX, NC 27502

991 High House Road,

Cary, NC 27513

Check the background of this investment professional on FINRA's BrokerCheck

About

Cody Jeffcoat is a Financial Consultant with SunTrust Investment Services, Inc. He offers clients more than 15 years of financial services, retirement planning and investment management experience. Cody has earned the professional designations of Certified Financial PlannerTM (CFP®) and Accredited Asset Management SpecialistSM (AAMS®). He is a native of Wilson, NC and is a graduate of NC State University.

Cody's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning and other critical financial strategies.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

Continue Reading