Jeff Iannone

About Jeff Iannone

Jeffrey A. Iannone has nearly 30 years of experience in the financial services industry. He joined SunTrust Bank in 1991 and later moved to Bank of America as an Assistant Vice President. In 1998 he founded Iannone & Associates, Inc, an investment advisory and tax preparation/planning firm where he served as President until transitioning to fee-based asset management in 2001. In 2003, along with two partners he formed Ables, Iannone, Moore & Associates, Inc. where he serves as President and Chief Executive Officer. Iannone holds the Series 65 license through Ables, Iannone, Moore & Associates. Iannone graduated from Auburn University with a B.S. in Finance and subsequently obtained a Masters of Science in Personal Financial Planning from Georgia State University. He has served as Chairman of the Finance Committee and Secretary/Treasurer of the Board of Directors for Benedictine Military School in Savannah, GA. Iannone has also been actively involved as a volunteer and coach for youth sports programs with the City of Savannah, Chatham County, and Blessed Sacrament Catholic School. He was named the 2006 Coach of the Year by the Coastal Georgia Soccer Association and in 2011 Iannone founded the Blessed Sacrament School Booster Club. In 2007, Iannone was named one of the Savannah Business Report & Journal\'s 40 under 40, a listing of Savannah\'s influential young business leaders. Mr. Iannone was the 2009 recipient of the Colonel Koszewski Award presented by Benedictine Military School. Mr. Iannone is the youngest ever to receive this award, the school\'s highest honor, which recognizes an alum for volunteer service to the school.

Experience

1. President & CEO

   Ables, Iannone, Moore & Associates, Inc

   Jan 2003 — Present · Savannah, GA, US

   Ables, Iannone, Moore & Associates, Inc.(AIM & A) is an independent fee-only registered investment advisory firm located in Savannah, GA. The company has clients in over 20 states and 3 foreign countries. The firm manages approximately $130mm in assets for it\'s clients.As fee-only investment advisors, AIM & A is a Fiduciary and uses individual stocks and bonds to implement an investment plan that is developed based upon the client\'s individual goals and objectives. Visit our website to learn more about our team and investment management approach.

Education

• Georgia State University

  Masters of Science, Personal Financial Planning

  1994 — 1995

• Georgia State University

  Master's of Science, Personal Financial Planning

• Auburn University Harbert College of Business

  Bachelors of Science, Finance

  1987 — 1990

Skills

• Asset Management
• Asset Managment
• Investments
• Banking
• Risk Management
• Customer Service
• Investment Advisory
• Financial Analysis
• Leadership
• Budgeting
• Management
• Valuation
• Executive Management
• Due Diligence
• Budgets
• Finance
• Strategic Financial Planning
• Financial Services
• Financial Planning
• Strategic Planning
• Wealth Management
• Portfolio Management
• Securities