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
- 2017 - now Client Solutions Advisor, Director of Planning Solutions @
- 2012 - 2017 Financial Advisor @
- 2004 - 2011 Financial Consultant @ Advisors Trust
- 1984 - 2001 President @
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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Others Named Jeff Advisor
Jeff Advisor
President
Phoenix, AZ, US
Top Synergy Capital Solutions Employees
M. Burns
Advisor and Director of Advisory
United States
Jennifer Curran
Client Experience Associate
Rochester, MI, US
Raffy Rios
Managing Director
Australia
Anne Iwasko
Client Experience Manager - Business Integration
Rochester, MI, US
Eric Nahat
Advisor and Co-Chief Investment Officer
Detroit, MI, US
Caryn Fields
Financial Advisor
Chicago, IL, US
Sarah Zvekan
Financial Planner and Wealth Manager
Coeur d'Alene, ID, US
Doug Fosler
Vice President, Client Solutions
Detroit, MI, US
Lindsay Mills
Advisor
Mount Joy, PA, US
Jordann Andrusiak
Advisor ‖ Chief Operating Officer
Detroit, MI, US
Parker Pickell
Analyst
Birmingham, MI, US
Emma Burns
Client Experience Manager – Marketing and Events
Winter Park, FL, US
Diego Wanderley
Financial Advisor
Naples, FL, US
Brennan I.
Advisor
Detroit, MI, US
Mark Burns
Chief Executive Officer
Naples, FL, US
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