Jeff Looney

Jeff Looney

Managing Partner

Jeff has been serving in the financial services industry since 1985. He graduated from Birmingham-Southern College in 1985 with a Bachelors degree in Business Administration.  He is an accomplished Financial Advisor and is an Investment Advisory Representative with ProEquities. He holds the advanced designation of Charted Financial Consultant (ChFC) from the American College and also earned the professional financial designation of Life Underwriter Training Council Fellow (LUTCF) from the National Association of Insurance and Financial Advisors.

Jeff informs his clients on a variety of financial matters and develops custom strategies and solutions for individuals in all sectors of the professional market including dentists, physicians, attorneys, and business owners. Jeff derives the most satisfaction from knowing he has helped a client correct past financial mistakes and avoid those financial pitfalls that can prevent a person from meeting their financial potential.

Jeff's professional memberships and achievements include active participation in the National
Association of Insurance and Financial Advisors (NAIFA) as well as past president of the Birmingham Association of Insurance and Financial Advisors (BAIFA). He has received numerous company honor club qualifications and earned industry recognition from NQA, NSAA, and Million Dollar Round Table. Jeff participates in seminars for local professionals at the University of Alabama, UAB, Auburn University, Birmingham-Southern College and Samford University. Jeff is an Elite Producer for First Protective Insurance Group and consults for them in the area of Long Term Care and Disability Insurance.

Active in his community, Jeff is a member of The Chamber of Commerce, the Advisory Board of the Birmingham Southern College Office of Planned Giving and a board member of the Vestavia Swim Association. He is a board member of the Fellowship of Christian Athletes and was a co-founder of the Rebel Football Foundation. As a member of Shades Mountain Baptist Church he volunteers in many capacities. Jeff has been married to Bellamy since 1988 and they have two children, Mary Jayne and Van. He has lived in Vestavia Hills, since 1977 and enjoys hunting, fishing, and playing golf.

Phone 205-268-8384
Fax 205-268-3949
Mobile Phone 205-913-3179