Education

• Bachelor Degree in Finance, Bentley University

Professional Credentials

• Series 7, General Securities Representative Exam
• Series 24, General Securities Principal Exam
• Series 66, Uniform Combined State Law Exam
• Licensed Insurance Producer

Professional Accomplishments & Experience

• Registered Representative of Raymond James Financial Services, Inc.
• Investment Adviser Representative of Raymond James Financial Services Advisors, Inc.

As a former collegiate American Football player, Jeff understands what it takes to be great. Discipline, Commitment and Attitude was the first DCA approach that he learned thanks to his family and particularly his father, God rest his soul.

Since joining Financial Benefit Services Corporation in May 2018, Jeff has quickly become a very integral part of the company. He has been able to take his skills and life lessons from the gridiron to the office, which continue to help him grow as a Financial Advisor.

Playing team sports his entire life made it a seamless transition for Jeff to join both co-founder George Spino and current owner Jim Davis. Together, they implement a team-based approach to meet their client’s needs and help them attain their financial goals.

Jeff, Jim, and George utilize a client-centric, goal-oriented approach which specializes in Financial Planning. This involves creating a personalized strategy tailored to you and your situation, which can include Wealth Management and Insurance Planning. It will also involve working hand-in-hand with any other trusted professionals you consult with, including tax preparers and attorneys.

The team is not limited to just individuals as they are also well-versed in assisting businesses with managing retirement plans like 401(k)s and SIMPLE IRAs. Specifically, Jeff, Jim and George will strive to find the right plan for your company, at a lower cost, while taking as much of the administrative burden off of your company’s back.

Jeff was born and raised in Maine, graduating from Bonny Eagle High School in 2011. After a post-graduate year of studies at Bridgton Academy, Jeff attended Bentley University where he obtained a degree of Bachelor of Science in Finance in 2016. During his time at these academic institutions, Jeff earned multiple athletic awards, academic awards, and awards for exceptional character.

Outside of work, Jeff’s hobbies include working out, playing flag football, and watching sports, especially college basketball during the month of March. Jeff enjoys spending quality time with his wife Ellen, and their son Jackson.

Raymond James is not affiliated with and does not endorse the opinions or services of the organizations listed above.