Jeff McDermott Location
Florida, United States
Jeff McDermott Work
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
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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Jeff McDermott
Founder and CEO at Create Wealth Financial Planning, LLC
Florida, United States5
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