Jeff has more than 20 years of experience in the financial services industry and provides comprehensive wealth management and institutional-level portfolio management to individuals, businesses and nonprofit organizations. He offers extensive knowledge in retirement planning, IRAs, 401(k) plans, and a wide range of investment, insurance and banking services. Jeff carefully listens to the individual objectives and needs of each client to customize a strategy and plan for moving forward. He takes pride in educating his clients and helping them feel confident in knowing they have a dedicated team focused on pursuing their goals.
Before joining Raymond James in February 2016, Jeff was a vice president and investment officer at Wells Fargo Advisors, and an associate vice president and investment officer at Morgan Stanley. He earned a Bachelor of Arts with a minor in Business Ethics and Sociology from Bentley University in Waltham, Massachusetts, and also attended Richmond College in London, England.
Jeff has exhibited a strong work ethic and financial sensibility ever since childhood, opening his first brokerage account in the fifth grade with the $500 he’d earned from his paper route, lawn mowing, snow shoveling, and kennel cleaning jobs.
Jeff strongly believes in giving back and serving his community. He is an active volunteer for the St. Vincent De Paul Place soup kitchen, Operation Warm Hebron (fuel assistance for those in need), and Hebron’s Got Talent (local camp scholarships for the underprivileged). He also helps with fundraising efforts for the Community Mental Health Fund, which assists families with mental health services; and Heifer International, which brings sustainable agriculture and commerce to impoverished areas. He previously served as president of the Boys & Girls Clubs of the East Valley, committee chair for the Connecticut chapter of March of Dimes, and committee member for the Girl Scouts of Connecticut.
Jeff has been a member of Rotary International for 20 years and serves on its finance committee. He is also a member of Business Networking International’s Connecticut Route 66 chapter. Originally from Wethersfield, Connecticut, Jeffrey lives in Hebron with his wife, Stephanie, and their children, Skylar, Gage and Tucker. In his free time, Jeff enjoys golf, travel, animals, and spending time with his family, attending the many athletic and cultural events his children participate in. Jeff also enjoys coaching youth sports and volunteering in his children’s school classrooms. He is active in his church, serving as Sunday school superintendent and assisting the finance committee. Two writings that Jeff lives by and carries in his wallet at all times.
Rotary International’s Four Way Test:
The other is a quote that Jeff’s father had imprinted on all his stationery and a plaque:
“Whatever you have received more than others – in health, in talents, in ability, in success, in a pleasant childhood, in harmonious conditions of home life – all of this you must not take to yourself as a matter of course. In gratitude, you must render in return some sacrifice of your own life for another life.” – Albert Schweitzer