Jeffrey T. McCormack
CFP®, MA
Financial Advisor / Member Owner
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.
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Education &
Affiliations &
Jeffrey “Jeff” McCormack serves as a financial advisor in Savant’s Birmingham, Alabama, office, where he focuses on comprehensive financial planning strategies. As a CERTIFIED FINANCIAL PLANNER® professional, he supports individuals and families with wealth transfer and philanthropy planning, proactive income and estate tax strategies, retirement cash flow projections, retirement income optimization, insurance analyses, debt management, and education funding.
Jeff entered the financial services industry in 1997 and has spent more than 25 years helping clients navigate their financial lives. He was a partner at Bridgeworth until it joined Savant in 2023.
He participates actively in the Financial Planning Association of North Alabama. He also serves on the board of the Kiwanis Club of Birmingham and contributes to the Finance Committee at St. Stephen’s Episcopal Church in Cahaba Heights, where he sings bass in the choir.
Jeff earned a bachelor’s degree in English from the University of Alabama, graduating magna cum laude and becoming a member of Phi Beta Kappa. Jeff later completed a Master of Arts (MA) in English at the University of Washington.
He and his wife, Brandi, enjoy the rhythm of their empty‑nest season. They explore Birmingham’s food scene, spend time outdoors, and look forward to visits from their daughters, Lola and Anna, when they’re home from school.
Education &
Designations
- University of Alabama
Bachelor of Arts in English, magna cum laude - University of Washington
Master of Arts (MA) in English - 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 – Finance Committee member, choir member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.