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Meet Jeff

With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Jeff McNaughton, CFP®, CPA

Retirement Planning Specialist, Qualified Plan Specialist and Financial Consultant



I have been a Financial Planner with Equitable Advisors in Dallas, Texas, since 1994.  I started my financial and insurance career in 1982 when I became a CPA for Ernst & Whinney (now Ernst & Young).  That job led me into Financial Services and I joined Shearson Lehman as a stockbroker in 1988.  As a Financial Planner with Equitable, I offer a variety of services to his clients including comprehensive financial advice, estate planning and insurance expertise.  I also specialize in life, health, and disability income, as well as long-term care insurance.  In the small business market, I am a specialist in retirement plans.

Education & Accreditation

I attended Oklahoma State University and graduated with BS in Accounting in 1982.  I also completed the Retirement Plan Specialist program at Wharton.  I am a Qualified Plan Specialist, enabling me to assist small businesses to set up and manage retirement plans.  I successfully passed the rigorous exams to become a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC).  I have my life and health insurance licenses as well as the following registrations:  Series 6, Series 7 and Series 65.

Personal Information

I am happily married to my wife, Lou Ann.  We have two children living at home.  In my spare time, I enjoy golf, tennis, snow skiing, traveling and watching sporting events.  I also love hunting, fishing and going to the theatre.  I am an active member of Munger Place Church and the Park Cities Rotary Club.