Financial Strategies

Our Debt Securities Financial Strategies Group offers clients the latest solutions in securities portfolio sales and reinvestment strategy, product information, relative-value analyses, and accounting and regulatory changes that affect a variety of industry groups.

Our fixed income financial strategists use sophisticated modeling tools and comprehensive analytics to assist you with asset allocation and balance sheet management. Our available services include weekly fixed income reports; portfolio and balance sheet strategies; and historical graphs of interest rates.


Wall Street sophistication with a personal touch—our analysts use high-powered analytics to fine-tune strategies to your needs.

Jeff E. MorrisManaging DirectorHead of Financial Strategies Group901-261-5433email Download My vCardView Bio
Jack FalconiMortgage Securities StrategistFinancial Strategies Group804-782-8747email Download My vCard
Julie PetermanMunicipal Securities StrategistFinancial Strategies Group804-649-3994email Download My vCard
James S. SmilesInvestment Grade Strategist Financial Strategies Group212-822-8141email Download My vCard