Jeff is a founding partner of CrossBay Wealth Management of Raymond James. Jeff and the CrossBay teamwork with a limited number of affluent, multi-generational families and business owners, helping them pursue financial success through professional advice, sound risk management, quality investment products, and personal, efficient service.

Two designations set Jeff apart in service to his clients: the Certified Financial Planner™ certification and the Private Wealth Advisor designation from Raymond James. A Certified Financial Planner™ (CFP®) professional is widely considered the gold standard among financial advisors for financial planning needs. The Private Wealth Advisor designation signifies Jeff’s command of resources, investments, and strategies tailored to anticipating and managing the complex financial needs of families, individuals, and organizations of significant wealth.

Originally from Warwick, RI, Jeff was raised in St. Petersburg and attended the University of Florida before returning to Tampa. Beginning his career at Raymond James in 2008, Jeff was one of only four individuals accepted to a first-of-its-kind Financial Planning Residency Program. This rigorous program provided extensive training in financial planning, investment management, and asset protection techniques.

Jeff is married to Brittney, and they live in South Tampa with their daughters, Ansley and Aubrey. He is a member of the Tampa Yacht Club, Tampa Rotary Club, a graduate of the Leadership Tampa Class of 2016, and serves on the board for the Florida Council on Economic Education.