Jeffrey Zurek joined the financial services industry in 1998, working in wealth management, banking, and insurance. Prior to joining Raymond James in 2018, Mr. Zurek worked at both SunTrust and Pilot banks as a branch manager, State Farm as a marketing specialist, and at Wachovia Securities and UBS as a financial advisor. With experience stemming from a wide range of financial services, Mr. Zurek is able to evaluate his clients' entire financial picture.
Within the team, Mr. Zurek is directly involved with portfolio management and financial planning. He is responsible for understanding each client's specific goals and developing a tailor-made financial plan to achieve those goals through the vast resources available at Raymond James.
Mr. Zurek is a graduate of the University of South Florida with a degree in human resource management and serves on the Advisory Board for the Department of Finance of USF.