Jeffrey M. Florio is the founder of Old Oak Advisors, LLC. He offers over 28 years experience in the financial industry. 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, and Minored in Computer Science.
Jeff is very involved in community, civic, and religious organizations. His involvement includes:
Vestavia Hills Civitan Club - Member 2014-Present, Board of Directors 2015-2022, Treasurer 2015-2017, President 2018-2019
YCP Birmingham (Young Catholic Professionals) - Founding Board Member, Chairman 2023-Present
Vestavia Hills Chamber of Commerce - Board of Directors 2018-2019, Business Development Committee Vice-Chair 2019
St. Peter the Apostle Catholic Church - Parish Council President 2015-2018; Council Member 2013-2018
Leadership Vestavia Hills - 2017 Graduate
Additionally, Old Oak Advisors was named a top Registered Investment Advisor (RIA) of 2024 by Financial Advisor Magazine, and was the nation's fastest growing firm in the small advisor category.
A native of New Orleans, Jeff and his wife, Andrea, live in Vestavia Hills, Alabama and have two children.