Jeff has dedicated his career to helping manage and preserve the financial assets of his clients. As a CERTIFIED FINANCIAL PLANNER™practitioner and Wealth Management Specialist, Jeff has the experience and expertise needed to effectively plan for the complex financial lives of his clients.
Upon coming to Raymond James, Jeff worked within the Financial Planning Department and participated in a rigorous Financial Planning Residency Program. This program provided extensive training in financial planning, investment management and asset protection techniques. Originally from Warwick, RI, Jeff attended the University of Florida before returning to Tampa to pursue his career.Jeff is married to Brittney and they live in South Tampa with their daughter Ansley where he is actively involved in the local business and civic community as:
In his free time Jeff enjoys sailing, cycling, traveling and spending time with friends and family.
Raymond James is not affiliated with and does not endorse any of the organizations listed above.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.