Jeff Schultz Email & Phone Number
Executive Vice President and Wealth Management, Financial Advisor, CFP Professional @ Janney Montgomery Scott LLC
Jeff Schultz Location
Atlanta, GA, US
Jeff Schultz Work
- 2019 - now Executive Vice President and Wealth Management, Financial Advisor, CFP Professional @ Janney Montgomery Scott LLC
- 2007 - 2019 Senior Vice President, Investments and Certified Financial Planner at Raymond James @ Raymond James
- 1994 - 2007 First Vice President and CFP @ Morgan Stanley
Jeff Schultz Education
- Miami University
Finance
1992
Jeff Schultz Skills
- Leadership
- Financial Analysis
- Public Speaking
- Cash Flow Planning
- Asset Management
- Divorce Planning
- Trust and Estate Planning
- Retirement Planning
- Financial Planning
Jeff Schultz Summary
Jeff Schultz, based in Atlanta, GA, US, is currently a Executive Vice President and Wealth Management, Financial Advisor, CFP Professional at Janney Montgomery Scott LLC. Jeff Schultz brings experience from previous roles at Raymond James Financial, Inc. and Morgan Stanley. Jeff Schultz holds a Finance @ Miami University. With a robust skill set that includes Leadership, Financial Analysis, Public Speaking, Cash Flow Planning, Asset Management and more. Jeff Schultz has 1 emails on RocketReach.
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Tony Miller
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Daniel Blum
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Greg McShea
Senior Vice President and General Counsel at Janney Montgomery Scott LLC
Philadelphia, PA, US35 -
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Kelly Bruchesky
Vice President, Director of Learning at Janney Montgomery Scott LLC
Philadelphia, PA, US34 -
Pat Ehret
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Philadelphia, PA, US25+ -
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Kevin Reed
EVP; President of Private Client Group at Janney Montgomery Scott LLC
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