Jeff McDermott Location
- Florida, United States
Jeff McDermott Work
- 2021 - now Founder and CEO @ Create Wealth Financial Planning, LLC
- 2016 - 2020 Wealth Management Advisor @
- 2014 - 2016 Wealth Management Client Relationship Consultant @
- 2008 - 2014 Branch Office Manager @
- 2003 - 2008 Sr. Branch Stockbroker @
Jeff McDermott Education
- Queens University of Charlotte
Certificate Program in Financial Planning
2014 - 2016 - UCF College of Business
MBA (Finance)
2005 - 2008 - University of Central Florida
B.S.B.A. (Finance)
2001 - 2005
Jeff McDermott Skills
- Series 63
- Fixed Annuities
- Bonds
- Fixed Income
- Retirement Planning
- Brokerage
- Customer Retention
- Portfolio Management
- Investments
- Investment Portfolio
- Variable Annuities
- Finance
- Series 4
- Asset Allocation
- Financial Services
- Sales Management
- Equities
- Mutual Funds
- Investment Strategies
- Customer Service
- Series 24
- Customer Acquisition
- ETFs
- Series 65
- Options
- Series 7
- Securities
- Equity Trading
Jeff McDermott Summary
- Jeff McDermott, based in Florida, United States, is currently a Founder and CEO at Create Wealth Financial Planning, LLC. Jeff McDermott brings experience from previous roles at TIAA and Scottrade. Jeff McDermott holds a 2014 - 2016 Certificate Program in Financial Planning @ Queens University of Charlotte. With a robust skill set that includes Series 63, Fixed Annuities, Bonds, Fixed Income, Retirement Planning and more. Jeff McDermott has 2 mobile phone numbers on RocketReach.
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