Broker Check
Mac Jefferson

Mac Jefferson

Financial Advisor

Background & Experience
Mac is a Financial Advisor for Baird Private Wealth Management in Bowling Green, KY. Mac worked for Hilliard Lyons from 2005 until the firm merged with Baird in 2019. Prior to joining Hilliard Lyons, Mac served as a portfolio manager with BB&T, where he managed over $200 million in discretionary assets. Mac has worked in the Financial Services industry since 1994. Mac is married to Kyla and they are the proud parents of three daughters: Anne, Elizabeth and Olivia.

Education, Awards, and Licensing
• 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, Annuity, Long-Term Care insurance licensed

Organizations & Associations
• Inter-Modal Transportation Authority, Inc., Executive Committee, Bowling Green, KY
• Chartered Financial Analyst Society, Member, 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 and Stewardship Committee, Bowling Green, KY
• Kentucky Public Pension Oversight Board, Board Member, Frankfort, KY