Brian Lefort,
CFP®, ChFC®, CLU® Insurance Planning Consultant Raymond James Insurance SolutionsCT, MA, ME, NH, NJ, NY, PA, RI, VT
Protective planning through comprehensive service and solutions
Brian Lefort represents Raymond James Insurance Group as a Insurance Planning Consultant for its northeast region.
For over 20 years, Brian made it his mission to deliver quality advice in the financial services industry as an investment advisor representative, registered representative and insurance agent with New York Life and their corporate investment advisor, Eagle Strategies. Additionally, Brian consistently aided financial advisors during his roles with MassMutual, The Hartford, Prudential and then Mercury Financial.
Full-service support with deep industry expertise
Brian is a natural fit for supporting financial advisors in their practices. He strives to deliver solutions in risk management, business planning and estate and income tax planning solutions via case discovery design, presentation and execution. Financial advisors use Brian as a specialized consultant to ensure client strategies, advice and products are appropriate for their individual situations.
In his current role, Brian specializes in consulting solely with Raymond James financial advisors to deliver specialized advice, strategies and products to their clients, serving the Northeast, New York state, New Jersey and Pennsylvania. Brian is a Certified Financial Planner® professional and holds the CFP® certification.
Brian resides in western Massachusetts with his family. In his free time, he enjoys hiking, fishing, skiing, woodworking and playing golf.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
