Broker Check
Mac Jefferson

Mac Jefferson

Wealth Advisor

Background & Experience

Mac has been with Hilliard Lyons for 16 years and has worked in the industry since 1994. Prior to working at Hilliard Lyons, Mac served as a portfolio manager with BB&T, where he managed over $200 million in discretionary assets. He also was an investment advisor with J.C. Bradford and Co. and Morgan Keegan from 1994 until 1997. Mac is married to Kyla and they are the proud parents of three daughters: Anne, Elizabeth, and Olivia.

Education & Awards

  • Bachelor of Arts English – 1994, University of the South
  • Chartered Financial Analyst (CFA®)
  • Chartered Wealth Advisor (CWA®)
  • Accredited Asset Management Specialist (AAMS®)
  • Series 7
  • Series 63
  • Series 65
  • Life, Health, Annuities and Long-Term Care Insurance

Organizations & Associations

  • Executive Committee, Inter-Modal Transportation Authority, Inc.
  • Chartered Financial Analyst Society, Louisville, KY
  • United Way of Southern Kentucky Investment Committee Chairman, Bowling Green, KY
  • Salvation Army Advisory Board, Past Chairman, Bowling Green, KY
  • Bowling Green Noon Rotary Club, Past President, Bowling Green, KY
  • Southern Kentucky Estate Planning Council, Past President, Bowling Green, KY
  • Christ Episcopal Church, Finance & Stewardship Committee Member, Bowling Green, KY
  • Board Member, State of Kentucky's Public Pension Oversight Board