Jeffrey M. Florio is the principal and founder of Old Oak Advisors, LLC.  He offers over 20 years experience in the financial industry with a focus on high net worth individuals, 401(k) plans and foundations. Prior to founding Old Oak Advisors in 2011, Jeff worked in the research departments of two independent financial firms and began his career in 1996 with AmSouth Bancorporation. He is a graduate of the University of Alabama where he earned his BS in Finance with an emphasis in Investment Management.

Jeff serves in the community in several areas:
  • Vestavia Hills Civitan Club - Board of Directors 
  • Vestavia Hills Chamber of Commerce - Board of Directors
  • St. Peter the Apostle Catholic Church - Parish Council President 2015-2018; Council Member 2012-2015
  • Leadership Vestavia Hills 2017 Graduate
 
A native of New Orleans, Jeff and his wife, Andrea, live in Vestavia Hills and have two children.
 
He founded Old Oak Advisors because he believes clients deserve a more personal level of service and should be advised strictly upon the basis of how to best reach their goals.