Jeffre K. Cagle
My Meridian: My interest in assisting people with their financial needs developed during my years in college. My grandfather managed an office of an investment banking firm that provided underwriting and sales of tax–exempt municipal securities. I worked for this firm while in school, learning the business from my grandfather. During this time I became aware of a need for and desire on the part of clients for objective, unbiased financial advice. This is what I strive to provide.
Jeffre K. Cagle, CFP®
Vice President & Trust Officer
Jeff works as a trust and investment officer for Meridian. He is responsible for the administration of trust accounts, settlement of estates as well as managing client’s personal investment portfolios and assisting retirement plan clients with their investment strategies. Jeff graduated from the University of Tennessee with honors in 1984 with a degree in finance. Prior to joining Meridian in 2000, he was the investment manager of the trust department of a local bank in Knoxville. He obtained his Certified Financial Planner® designation in 1996.
Jeff is a native of Knoxville and enjoys spending his free time traveling. Other interests include photography, music, the theatre and reading.