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Jeff Call is a Shareholder and Managing Director of the Personal Financial Services Department. He specializes in wealth transfer, financial and investment planning for high net worth individuals, family business owners and executives. He has significant experience providing financial counsel to corporate executives, family business owners and other high net worth clients on income tax, estate and gift tax, investment, insurance, charitable and retirement planning. Additionally, Jeff has extensive experience in individual, partnership, S corporation and fiduciary taxation.
Prior to joining Bennett Thrasher, Jeff worked for Arthur Andersen LLP as a Manager in their Private Client Services practice. Jeff earned the degrees of Bachelor of Business Administration (Accountancy), graduating Cum Laude and Masters of Accountancy (Taxation) at Auburn University. Jeff is a Certified Public Accountant (CPA), licensed in Alabama and Georgia, a Certified Financial Planner (CFP®) and has also earned the AICPAs Personal Financial Specialist (PFS) designation. Additionally, Jeff has passed the Series 65 Uniform Registered Investment Adviser Examination.
Jeff is a member of the Advisory Board of the Auburn University School of Accountancy, The Atlanta Community Foundation and serves as a Board Member of the Emory University Planned Giving Advisory Council. He is also a member of the Georgia Society of CPAs, the AICPA's Personal Financial Planning Section, the Atlanta Estate Planning Council and the Financial Planning Association.
Jeff is a member and actively involved with Vistage, (formerly TEC – The Executive Committee), the world’s largest CEO Membership organization.
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