Financial PlanningInvestments/Insurance
Jeffrey is a Private Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than 17 years of financial services, retirement planning, and investment management experience. Jeffrey has earned the professional designation of Certified Financial Planner™ and is a graduate of Rutgers University. Jeffrey volunteers his time with PFLAG Ft. Lauderdale and The Boys and Girls Club.
Jeffrey’s focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies.
