Broker Check

Home > Who We Are > Our Team > JEFF VANDIVER

Jeff Vandiver

Partner | Senior Wealth Advisor

704-733-6884
Jeff.Vandiver@CarnegiePW.com

With over 34 years of experience in the financial services industry, Jeff is a seasoned advisor specializing in working with high-net-worth families and individuals. Known for a personalized and strategic approach, Jeff helps clients navigate complex financial landscapes, offering strategies aimed at growing and preserving wealth for generations.

By building strong, lasting relationships, Jeff ensures that every financial plan is tailored to align with each client’s unique goals and values. Whether it's comprehensive wealth management, strategic investment planning, or legacy and estate strategies, Jeff is committed to delivering results with professionalism and care.

Outside the office, Jeff enjoys traveling to new destinations, spending quality time with his family and their golden retriever, playing golf, and expressing creativity as a drummer. He's also a dedicated Carolina Panthers and Wake Forest fan. This well-rounded perspective fuels a passion for helping clients achieve financial confidence while balancing their own personal aspirations. 

EXPERIENCE

  • 34 years of industry experience

OUTSIDE INTERESTS 

  • Spending time with wife Noelle and 3 children
  • Golf
  • Travel
  • Playing the drums
  • Food and wine
  • Carolina Panthers and Wake Forest fan 

COMMUNITY INVOLVEMENT 

  • Loves working with several nonprofits in the Charlotte area

EDUCATION & PROFESSIONAL EXPERIENCE

  • Wake Forest University

LICENSES

  • Series 7 and 65 held through LPL Financial

Contact

6101 Carnegie Boulevard
Suite 520
Charlotte, NC 28209

Office: 704-733-6880
Email: info@carnegiepw.com