Jeff has more than 20 years of experience in the financial services industry. Currently, he oversees the practice and is dedicated to helping it continue to grow as an independent wealth and financial Services practice. Previously, Jeff served as a senior vice president and regional manager for Wachovia Securities, where he oversaw more than $5 billion in client assets representing individuals, corporations and pension plans. While at Wachovia, Jeff was part of the firm’s securities advisory council and was frequently asked to speak to clients and advisors across the country. Prior to Wachovia, he served in a variety of positions at other firms including national sales manager and a partner.
Jeff is considered a highly effective coach and mentor by his colleagues. He is a graduate of Tulane University’s Ab Freeman School of Business and has completed several business classes at the University of Pennsylvania’s Wharton School of Business. In the community, Jeff has been actively involved with the United Way and the American Cancer Society.
Raymond James is not affiliated with the above organizations and/or charitable causes.