During his career, Jeff has served a variety of clients ranging from successful business owners to individuals and families, by providing comprehensive portfolio management, investment planning advice and a high level of service. He has cultivated a successful practice by nurturing long-term client relationships and an ability to construct portfolios to meet his clients’ financial objectives. Jeff is also a PIM Portfolio Manager.* Overall, Jeff is skilled in providing guidance with tailored investment strategies based on client needs, delving into individual goals and planning for financial and wealth accumulation and preservation.
Having previously worked with RBC Capital Markets, Citi Group and Legg Mason, Jeff has extensively developed his investment planning skills. Jeff holds a BA from Lynchburg University. In his spare time, Jeff will typically be found at the Outer Banks, his favorite place on earth.
*The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.