The Team

The Jefferson Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Tim Jefferson

Tim Jefferson

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

The University of Alabama, 1991-1995 Bachelor of Science Finance & Marketing

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Ted Macri

Ted Macri

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies

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Raul Miranda

Raul Miranda

Financial Advisor

More about me...

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Arts - Rollins College Winter Park, Florida

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Mike Darnell

Mike Darnell

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

The American College ChFC, CASL

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Heath Larkin

Heath Larkin

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Tax Planning Strategies

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