Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Faith Banks

Client Relations Coordinator

9317233344

fbanks@nextfinancial.com

Faith, the newest member of the Southern Heritage team, is a native of Tullahoma. A leader among leaders, Faith was a highly honored graduate of Tullahoma High School. Immediately upon graduation, Faith began working towards a degree...

Jeff Jackson

Founder, Financial Advisor & District Manager

(931) 723-3344

(931) 570-4323

jjackson@nextfinancial.com

As founder and owner of Southern Heritage Investments, Jeff brings over 20 years of investing experience. Jeff began his investing career at Edward Jones in 1999, and continued his education to earn the CERTIFIED FINANCIAL...

Julia Eads

Senior Administrator

9317233344

jeads@nextfinancial.com

A graduate of Cleveland Tennessee's Lee University, Julia has a heart for connecting with people. She earned a bachelors degree in Discipleship Ministry before going to work full-time for a well-known non-profit ministry, Young Life....