Jeffrey Munson, PIM Portfolio Manager
Executive Vice President & Financial Advisor
Jeff Munson serves a variety of clients ranging from successful business owners to individuals and families in his role as Executive Vice President at Seventy2 Capital, He strives to provide comprehensive portfolio management, investment planning advice and a high level of service.
During his career at places like RBC Capital Markets, Citi Group and Legg Mason, Jeff 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.
He holds a BA from Lynchburg University. Outside of the office, you can usually find Jeff exploring the expansive Outer Banks, his ‘favorite place on Earth.’