Ole Miss Alumni Review - Spring 2009

Page 2

A Legacy of Leadership... Investment Group

Retirement Group

Employee Benefit Group

Fee Based Planning Mutual Funds Brokerage Services Financial Strategies Managed Accounts Stocks & Bonds

Estate Planning Life & Disability Income Insurance Executive Benefits Deferred Compensation Plan & Design Funding Strategies

401(k) Plans Pension Plans Annuities IRA’s, Roth IRA’s, Simple IRA’s Profit Sharing Plans Long Term Care Insurance

Walter Grant

Registered Representative Ole Miss ‘97 Rebel Football/ M Club

Stephen Miles, CFP® District Manager, Jackson, MS Ole Miss, ‘99 Rebel Football/ M Club

Cafeteria Plans Group Health Insurance Individual Health Plans Group LTD Voluntary Employee Benefit Plans Group Life Insurance

Fred Schaeffer, Jr.

Chas Emerson, CFP®

Stephen O’Neal, MBA

Eric Bubrig, MBA, JD

Registered Representative Ole Miss ‘92 Phi Delta Theta

Registered Representative Ole Miss, ‘02, ‘05 Sigma Chi

Managing Associate Ole Miss ‘04 Sigma Nu

District Manager, Nashville/ Knoxville Ole Miss, ‘97, ‘00, ‘01 Rebel Football/ M Club

SMART MOVE. www.StrategicFinancialPartners.com 800-968-6792 Memphis - Nashville - Knoxville - Little Rock - Jackson, MS

Joel Bell, CFP® Registered Representative Ole Miss ‘98

Robyn Crawford

Financial Services Representative Ole Miss ‘02 Beta Theta Pi

Jerry Corless, CFP® Managing Partner Ole Miss ‘98 Rebel Football

Webb Sabin, MBA

Registered Representative Ole Miss ‘05

Securities and investment advisory services are offered through registered representatives and financial advisors, respectively, of New England Securities Corp.,(NES)(member FINRA/SIPC), a registered investment advisor. Fee based financial planning is offered by qualified financial planners of NES. Branch Office: 795 Ridge Lake Blvd. Memphis, TN 38120. Phone:901.767.5951. Strategic Financial Partners is not affiliated with NES. L0109015863 (exp1209)(MS)

Insurance Group


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