Private Wealth Management

Jeff Colbath

Vice President

Direct: (404) 461-5133

Philosophy & Approach

Jeff joined Stephens in 2012 and has over 40 years of industry experience. According to Jeff, “Wealth management planning can often seem complex. My goal is to eliminate the ‘Wall Street jargon’ and serve as a sounding board for clients, to identify their immediate needs and long-term goals. Then I am able to educate my clients on the appropriate products and strategies for now and in the future. Even the most complex plans are based on a few basic principles and can be built one block at a time.”   

Lisa Dierks-Unkefer, a registered sales assistant since 1988 with more than 35 years of administrative experience, supports Jeff.

Experience & Education

Prior to Stephens, Jeff was a financial advisor and First Vice President at The Robinson-Humphrey Co., later to become part of Morgan Stanley. Jeff received a Bachelor of Science in Industrial Management from the Georgia Institute of Technology and a MBA in Finance from Georgia State University. 

Personal

Jeff is an active member of his community and volunteers for the Atlanta Vietnam Veterans Business Association, the Optimist Club, Business Executives for National Security, as well as his church.

Jeff and his wife, Mary Katherine, have two children and four grandchildren. He spends his free time visiting with his grandchildren, golfing, hunting, fishing, traveling, and participating in autocross. He is also a member of Les Marmitons Atlanta, an organization for men who share a common interest in fine food, wine, and the culinary arts.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

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