Jeff Advisor Email
Client Solutions Advisor, Director of Planning Solutions @ Synergy Capital Solutions
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Jeff Advisor Location
- Naples, FL, US
Jeff Advisor Work
- Client Solutions Advisor, Director of Planning Solutions @ (May 2017 - Present)
- Financial Advisor @ (January 2012 - April 2017)
- Financial Consultant @ Advisors Trust (January 2004 - November 2011)
- President @ (June 1984 - January 2001)
Jeff Advisor Education
- University of Vermont College of Medicine
M.D. (Medicine)
1970-1974 - United States Air Force Academy
Bachelor of Science (Life Sciences)
1966-1970
Jeff Advisor Skills
- Education funding
- Social Security planning
- Life, Disability and Long Term Care Insurance
- Investment Planning
- Integration
- Strategic Planning
- Financial Analysis
- Marketing
- Business Development
- Customer Service
- Life
- Disability And Long Term Care Insurance
Jeff Advisor Summary
- Jeff Advisor, based in Naples, FL, US, is currently a Client Solutions Advisor, Director of Planning Solutions at Synergy Capital Solutions. Jeff Advisor brings experience from previous roles at Wells Fargo, Advisors Trust and Immediate Care Health Center. Jeff Advisor holds a 1970 - 1974 M.D. in Medicine @ University of Vermont College of Medicine. With a robust skill set that includes Education funding, Social Security planning, Life, Disability and Long Term Care Insurance, Investment Planning, Integration and more. Jeff Advisor has 2 emails on RocketReach.
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