Imbrey and Associates

Experience You Can Count On

Jacki S. Imbrey, CFP®,ChFC,CLU

Jacki graduated from the University of Florida with a bachelor’s degree in insurance and finance.

She joined The Equitable Life Assurance Society of the United States in 1977. She earned the Chartered Life Underwriter (CLU) designation in 1979**, earned the Chartered Financial Consultant (ChFC)** designation in 1983, and became a CERTIFIED FINANCIAL PLANNER®professional in 2000. To expand her knowledge and grow professionally, Jacki has also completed the course work for a Wharton Certificate in Retirement Planning.*   

Additionally, Jacki has consistently been a Qualifying and Life member of the Million Dollar Round Table and was entered into AXA Equitable’s Hall of Fame in 1986. She has received numerous awards & recognition for her sales achievement and client service.  In 2011 she was nominated as AXA Advisors Regional Honor Associate, which recognized Jacki for her industry, company and community accomplishments.

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

Richard M. Imbrey, CFP®,ChFC,CLU

After attending the University of Tennessee, Richard owned a retail bedding and furniture business for eleven years, giving him a strong background in business management and client relations. Richard joined The Equitable in 1982, and subsequently earned the Chartered Life Underwriter (CLU)** in 1985 , Chartered Financial Consultant (ChFC)** in 1989, and CERTIFIED FINANCIAL PLANNER®professional designation in 1998.

Richard is a three time recipient of the Knoxville General Agents & Managers Association, “Agent of the Year” award, as well as being a Life member of the Million Dollar Round Table and a 2005 inductee into AXA Equitable’s Hall of Fame.

David H. Jeffries, CFP®

David is a native Knoxvillian and graduated from the University of Tennessee.with a degreeIn finance. Before joining AXA Advisors in 2000, he spent 15 years in the property and casualty insurance claims industry.David was previously a Divisional Vice President for AXA, overseeing the Knoxville district office. As a Financial Professional with AXA Advisors, David became an associate with Imbrey and Associates in 2005 and he became a partner in 2007.

David is a member of the National Association of Insurance and Financial Advisors and became a CERTIFIED FINANCIAL PLANNER®professional in 2010.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

**Professional designations of the American College.

The named individuals offer securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SPIC, and offer annuity and insurance products through AXA Network, LLC and its subsidiaries. Imbrey & Associates is not owned or operated by AXA Advisors or AXA Network.