Jeff McGraw Email & Phone Number
Vice President | Wealth and Investment Senior Portfolio Manager @ Huntington Private Bank
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Jeff McGraw Location
- Midland, MI, US
Jeff McGraw Work
- 2021 -now Vice President | Wealth and Investment Senior Portfolio Manager @
- 2016 -2021 Vice President | Wealth Portfolio Manager @
- 2012 -2016 Financial Advisor @
- 2009 -2012 Vice President, Client Services @ GuideStream Financial
- 1999 -2009 Vice President, Client Services @ King Trust Company, N.A.
- 1995 -1999 Branch Manager, Business Development Officer @
Jeff McGraw Education
- College for Financial Planning
Certified Financial Planner Professional Education Program (Financial Planning and Services)
2001-2002 - Indiana Wesleyan University
Bachelor of Science (B.S.) (Business Administration and Marketing)
1991-1995 - Croswell-Lexington High School
High School diploma
1987-1991
Jeff McGraw Skills
- Wealth Management
- Portfolio Management
- Investment Management
- Retirement Planning
- Investment Advisory
- Estate Planning
- Asset Allocation
- Non-profit Boards
- Financial Markets
- Networking
- Finance
- Strategic Planning
- Leadership
- Customer Service
- Financial Planning
- Non Profit Boards
Jeff McGraw Summary
- Jeff McGraw, based in Midland, MI, US, is currently a Vice President | Wealth and Investment Senior Portfolio Manager at Huntington Private Bank. Jeff McGraw brings experience from previous roles at TCF Bank, SYM Financial Advisors, GuideStream Financial and King Trust Company, N.A.. Jeff McGraw holds a 2001 - 2002 Certified Financial Planner Professional Education Program in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Wealth Management, Portfolio Management, Investment Management, Retirement Planning, Investment Advisory and more. Jeff McGraw has 3 emails on RocketReach.
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