Jeff Schultz Email & Phone Number
Executive Vice President and Wealth Management, Financial Advisor, CFP Professional @ Janney Montgomery Scott LLC
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Jeff Schultz Location
- Atlanta, GA, US
Jeff Schultz Work
- Executive Vice President and Wealth Management, Financial Advisor, CFP Professional @ (April 2019 - Present)
- Senior Vice President, Investments and Certified Financial Planner at Raymond James @ (February 2007 - April 2019)
- First Vice President and CFP @ (February 1994 - January 2007)
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 2 emails and 1 mobile phone numbers on RocketReach.
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