As Client Relationship Manager at Heartwood Financial Group, Jeff Violette is dedicated to delivering a seamless, personalized client experience built on trust, care, and attention to detail. Jeff joined the practice to be a true partner in helping clients feel supported through every stage of their financial journey. With a deep understanding of both the technical and relational aspects of client service, Jeff helps ensure that each interaction reflects the values at the heart of Heartwood: responsiveness, reliability, and respect.
Originally from New Orleans, Jeff relocated to South Carolina in 2012 with his family. He earned a Bachelor of Science in Business Administration from Louisiana State University and holds a Master’s degree in Exercise and Wellness from Eastern Kentucky University—an academic background that reflects his lifelong commitment to both personal growth and the well-being of others.
Before joining Heartwood, Jeff gained experience in the property, casualty, life, and health insurance industries. He later became part of a financial advisory practice focused on long-range planning and long-term care. His work as a national wellness coach further shaped his belief that financial health and physical well-being go hand in hand—and that both are essential for a balanced life.
“Great service is rooted in partnership. My goal is to ensure every client feels heard, valued, and well cared for—whether we’re answering a quick question or planning something big.”
When he’s not supporting Heartwood’s clients, Jeff enjoys SEC sports, staying active, and spending time with his wife, Jayne. They love visiting their daughter, Alexis, who is currently in medical school at MUSC in Charleston.
