Jay W Efird

FIC
Photograph of Jay W Efird

Jay W Efird

FIC

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Jay W Efird

At work

At work

Why I do what I do

Why I do what I do

I’m passionate about helping my members determine their financial goals. We work together to help create a plan based on their unique needs.

I serve members in…

Cabarrus, Stanly, Rowan, Mecklenburg, Gaston and Iredell counties.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I attended…

William Jennings Bryan College and UNC-Charlotte

I am very proud of…

fulfilling 20 years of service in the financial services industry.

Before Modern Woodmen, I…

worked as a manager and executive with the Boy Scouts of America.

I chose Modern Woodmen because…

of the the family atmosphere that exists among its representatives and because they're more than a financial services company, offering opportunities to serve fraternally in the communities they serve.

The best part of my career is…

helping others achieve their goals.

“I’m passionate about helping my members determine their financial goals. We work together to help create a plan based on their unique needs.”

At home

At home

My life outside of work

My family includes…

my wife, Jayne, and three adult children.

In my free time, you can find me…

reading, exercising, or spending time with my family.

My personal motto is…

where your treasure is, there your heart will be also (Matthew 6:21)

In the community

In the community

My local community impact

I have lived in my community…

for nearly all of my life!

I’m a member of…

the Salvation Army and Stonebridge Church Community.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

enjoying social and educational opportunities with my local Modern Woodmen chapter.

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.
Your financial goal(s)
I’m interested in learning more about:
How we use your information
Notice of collection for California residents
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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