Jeff enjoys the challenge and personal satisfaction of helping people make wise financial decisions, and is highly engaged by the dynamics and complexities of our global financial markets. He is a knowledgeable and trustworthy advisor who truly has his clients' best interests in mind at all times.
He considers his most successful clients confident and disciplined investors and, through the ongoing educational support he provides, guides his clients to achieve their goals. To this end, Jeff spends a great deal of time researching new ideas and investment opportunities from around the globe. He continuously shares his ideas on a one to one basis with his clients, as well as group presentations, keeping his investors informed.
His areas of expertise include wealth accumulation, retirement income, corporate retirement plans and family wealth transfer. He works with many corporate retirement plans and maintains a large number of IRA distributions and required minimum distributions for his individual clients.
Jeff works closely with each client to develop a customized investment plan designed to reach mutually agreed-upon goals. He reviews all financial aspects of their lives and coordinates his efforts with each client's attorney, accountant and other professional advisors.
In April 2012, after 24 years as a financial advisor, Jeff chose to join Raymond James, because, despite many changes in the industry, Raymond James has always remained steadfastly focused on its core value of putting the client first.
Previously in his career, Jeff spent seven years as a financial advisor and sales manager with Prudential-Bache Securities, 11 years as branch co founder, manager and financial advisor with Legg Mason and six years as a financial advisor with Smith Barney. He earned a bachelor's degree in marketing with a concentration in finance and a minor in economics from the State University of New York at Oswego.
Jeff is a member of the Adirondack Winter Forty-Sixers, an organization of hikers who have climbed the 46 major peaks of the Adirondack Mountains. He still enjoys winter hiking and climbing with friends and family.
Originally from Brockport, New York, he now lives in Spencerport with his wife, Nancy, and children, Lindsey, Aaron and Connor. In his free time, Jeff enjoys hiking, hunting, fishing and boating.
Raymond James is not affiliated with the above organizations and/or charitable causes.