Senior Vice President, Financial Advisor
Jeff is thrilled to affiliate SWP with LPL Financial. Jeff began his financial services career in 1984 with Fidelity Bank & Trust after owning his own Mortgage Banking Firm for 14 years. He then moved to Bank of America as a financial advisor for six years and subsequently a financial advisor for UBS Financial Services for twelve years.
Jeff attained his CERTIFIED FINANCIAL PLANNER™ certification, which is recognized as the standard of excellence for the financial planning profession. As a CFP® professional, he's met rigorous education, examination, experience, and ethical requirements. He has also been trained in 72 areas of financial expertise and has accrued thousands of hours of experience prior to earning this certification.
Jeff holds the Series 7, 66, 9, 10 registrations with LPL Financial, as well as his Life, Health, and Variable Annuities Insurance license.
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Client Service Associate
Russell is a valuable member of the SWP team. He supports Jeff in servicing financial requests and inquiries and acts as the company liaison with custodians, investment managers and other outside agencies. He also manages client relationships and helps support all facets of the client experience to exceed expectations.
Prior to joining SWP, Russell spent over a decade in finance working with institutional investors at Cantor Fitzgerald in New York City and at UBS Financial Services.
Russell has obtained his FINRA Series 7, 55, 63 and 66 Securities Licenses with LPL Financial, and takes great pride in providing an elite level of service to each of our team’s relationships through his own seasoned experience.