Jeff Pitt, Chief Experience Officer, has been with IAA since November 2020. His day-to-day responsibilities include assisting IAA’s partner advisors in implementing their business goals.
As a part of his duties, Jeff consults with advisors to get an in-depth understanding of their practice and their goals and helps them make a plan to achieve those goals. He also advocates on their behalf with LPL and other custodians for issue resolution. On the internal side, Jeff works with all of IAA’s individual departments to ensure that initiatives and operations run smoothly, and that IAA’s programs and services continually meet the advisors’ needs.
Jeff has a Bachelor’s degree in Business from East Carolina University and a Master’s in Business Administration from the University of South Carolina. He also holds his SIE, Series 7, Series 63, and Series 65 licenses. Jeff has been in the industry since 2006 after receiving Home Depot stock as a part-time employee and gaining a deep interest and passion for finance and investing. Prior to joining IAA, he worked as a wholesaler, recruiter, and a business consultant.
Born in Montgomery, AL, Jeff has lived in Charlotte since 2006 and currently resides here with his wife and their two children. When not in the office, he enjoys playing golf, traveling, reading, and spending time with his family.