Jeffrey Farrell

Senior Vice President - Branch Director, Private Client Group

888-524-1201 | Email |
727-825-7755

Qualifications

I have been in the financial services industry since 1974. I graduated from the University of South Florida with a Bachelor of Science in marketing, and I currently hold the Series 7, 9, 10, 24, 63, 65 FINRA registrations and state insurance licenses. In addition, I am a graduate of the Securities Industry Institute from the Wharton School University of Pennsylvania. My past experiences include being a financial consultant, municipal bond trader at several regional firms, the manager of municipal trading and underwriting at one of Florida's largest municipal bond firms, regional sales manager for the state of Florida for two large bank brokerage operations, and a branch manager for a regional brokerage firm. I am co-founder of the Florida Municipal Bond Club, and have received national service awards from several major brokerage firms.

Personal

I have been married since 1975 and I have two sons. I am a past president of the Tierra Verde Community Association, involved with several projects at the YMCA, and I enjoy golf, traveling, and spending time with my family.

Tracy Murdoch

Branch Service Manager/Registered Client Assoc

727-502-3649 | Email
727-825-7775

Tracy is the Branch Service Manager.  She is a Series 7 & 66 licensed professional that brings with her 25 years of financial services experience, a strong work ethic, and shares our commitment to client service.  Tracy attended St. Petersburg College and was raised in Pinellas County Florida.  She is married to her husband Steve and they enjoy camping, boating and the outdoors; she is also an avid sports fan, her favorite teams are Tampa Bay Buccaneers, Tampa Bay Rays and Tampa Bay Lightning.