Jeffrey Meade serves the financial needs of business owners, families, pre-retirees and retirees. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth planning equation. As your financial advisor, Jeff takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Jeff works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.

Raymond James’ extensive resources include professionals in financial planning, estate and tax planning, wealth preservation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Jeff works diligently to help you develop both your personal financial plan and a detailed investment strategy. Jeff’s planning-based approach is designed to help you in realizing your goals through long-term financial strategies using wealth management, retirement planning (including IRAs, 401(k)s), 529 education savings plans and more.

Originally from Connecticut, Jeff earned the professional designation of Chartered Retirement Planning Counselor™ from the College for Financial Planning. Away from the office, Jeff enjoys running, hiking, mountain biking and spending time with his family.