With a career launch in 1998, Jeffrey Zurek embarked on a journey within the financial services realm, deeply engaging with sectors like wealth management, banking, and insurance. His professional development has endowed him with a substantial wealth of experience. Preceding his affiliation with Raymond James in 2018, he held pivotal roles at distinguished establishments including SunTrust and Pilot banks, wherein he assumed responsibilities as a branch manager. In addition, his expertise found expression as a marketing specialist at State Farm and as a financial advisor at Wachovia Securities and UBS.

Fueled by his multifaceted exposure in financial services, Mr. Zurek wields an acumen for holistically assessing the financial landscapes of his clients. His insightful evaluation helps empower him to grasp the entirety of their distinctive objectives and aspirations. As a team member, Mr. Zurek actively drives portfolio management and financial planning initiatives. Harnessing the expansive resources accessible through Raymond James, he crafts bespoke financial strategies tailored to each client's requisites, helping steer them towards their sought-after fiscal accomplishments. His proficiency is further elevated by his possession of the CEPA® and CPFA® designations, which helps equip him to assist business proprietors.

An alumnus of the University of South Florida, Mr. Zurek attained a degree in human resource management. He remains deeply engaged by contributing as a member of the Advisory Board for both the Department of Finance and Applied Securities Analysis at USF. Transcending his academic dedication, Mr. Zurek assumes a pivotal role on the Board of Directors for the American Red Cross Tampa Bay Chapter, chairing the philanthropy committee. Further exemplifying his devotion to community, he invests his time and coaching aptitude into nurturing boys' basketball at St. John’s Episcopal Parish Day School in Tampa, Florida.