(918) 858-2790 | jeffrey.small@raymondjames.com

Jeffrey Small, CERTIFIED FINANCIAL PLANNER™ professional, joined Trinity Strategic Wealth™ 2018. He has been in the financial services industry for the last 25 years working with individuals and foundations in the areas of financial planning and asset allocation strategies. Jeff knows that every client has their own story and everyone’s financial journey is different. Through the financial planning process, he works to understand their needs, wants and vision to tailor a plan specifically for them.

Jeff earned a Bachelor of Science degree, majoring in Financial Planning and Counseling, from Purdue University. He is also a member of the Tulsa Estate Planning forum working toward earning his Accredited Estate Planner designation.

Jeff and his wife, Amber, live in Bixby and are members of Harvard Avenue Christian Church. They have two kids, Aiden, currently studying Industrial Engineering at the University of Arkansas and Mackenzie, a junior at Bixby High School. In their free time, Jeff and Amber enjoy watching Mackenzie run for Bixby Track, traveling, and listening to live music.

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