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 3 emails on RocketReach.
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