Jeff has been in the financial services industry since graduating from the University of Florida in 1993. Within the overall financial services universe, he has developed his particular expertise in the areas of portfolio management, risk management, and retirement and estate planning.
Jeff has completed the required curriculum for several industry designations, including the Certified Financial Planning certificate, and the Certified Senior Advisor certificate. He has also been awarded the Chartered Retirement Planning Counselor designation. He has earned several NASD issued licenses, including licenses qualifying him as a Registered Representative and a Registered Principal. Jeff also completed the NASD Uniform Investment Adviser Law Exam. In addition to his securities licenses, Jeff also holds life, health, and variable insurance licenses in several states.