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Jeff Bannon

jeff-bannon-family-business-succession-planner

Family businesses and succession planning are close to Jeff’s heart. With the recent passing of the baton of his family’s law firm between his grandfather to his sister, Jeff has witnessed the benefits and rewards of a properly thought out succession plan.

Joining The Rawls Group in 2014, Jeff brings with him several years of financial and estate planning experience along with his first-hand knowledge of family business dynamics. Jeff graduated with a Bachelor’s Degree in Economics from the University of California Santa Barbara in 2001 and went on to play professional baseball for several seasons. He is Series 7 and 66 licensed and is on pace to complete the CERTIFIED FINANCIAL PLANNER™ certification later this year. He and his wife, Jennifer, reside in Southern California where they enjoy all outdoor activities.