Private Wealth Management

With over 22 years in the industry, Jeff works as a Senior Wealth Advisor with Mayflower Advisors.  He specializes in working with clients throughout their lives to develop plans and strategies that achieve their financial goals and objectives.  As his client’s primary advisor, he coordinates their financial lives and delivers a customized relationship plan that comprehensively discusses their critical wealth management issues and decisions.  As he monitors those plans and investment strategies, he will selectively engage many specialized team members and resources, both internally and externally, to achieve his client’s goals and objectives.

Jeff graduated from North Carolina State University with a BS in Economics and lettered in varsity golf.  He is a Certified Financial Planner™ and has the FINRA Series 7 & 66, Life & Health, and Long-Term Care licenses.