Jeff Monson

Jeffrey J. Monson, CFP®, is an Investment Manager and Financial Advisor at Patriot Investment Management Group, Inc. based in Sevierville, Tennessee, where he works closely with individual and institutional clients to provide comprehensive financial planning and investment management solutions. His responsibilities include advising on asset allocation, portfolio construction, estate planning, and retirement planning, with experience ranging from clients just starting their financial journeys to those with highly complex financial situations.

Monson's investment expertise spans public equities, fixed income, and alternative investments, with a focus on personalized portfolio strategies tailored to risk tolerance and long-term objectives. He draws on in-depth knowledge of retirement accounts, tax-efficient investment vehicles, and multi-asset diversification, helping clients achieve financial security across various life stages.

Before joining Patriot Investment Management in 2010, Jeff was a Managing Partner at GCS Partnership and spent nearly three decades in engineering and management at TRW. He holds an MBA from Purdue University's Krannert School of Management, a Bachelor’s in Mechanical Engineering from Purdue, and completed the CFP® Certification program at Bryant University.