Abacus Planning Group, Inc. proudly announces that William R. Jeter has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination that covers the following areas: professional conduct and regulation, general financial planning principles, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, and estate planning.
Mr. Jeter graduated graduated magna cum laude from Auburn University in 2012 with a BS in Finance and Accounting and is an investment advisor and analyst for Abacus’s investment team. He also holds the CFA and CAIA designations.
Abacus is a financial advisory and investment counsel firm known for its passion in creating success for clients and family businesses through skillful listening and smart financial decision making. Managing over a billion dollars on behalf of its 200 plus clients, Abacus consists of a team of multi-disciplinary experts who work collaboratively to serve its clients.