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 have accrued thousands of hours of experience prior to earning this certification.
Jeff carries the FINRA Series 7, 66, 9, 10 as well as his Life, Health and Variable Annuities Insurance license.