Jeff White Email & Phone Number
Osaic Institutions Financial Advisor
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Jeff White Location
- Asheville, NC, US
Jeff White Work
- 2017 - now Osaic Institutions Financial Advisor @ FB Wealth Management located at First Bank (First Bancorp)
- 2015 - 2017 Senior Financial Advisor @ First Citizens Investor Services, Inc.
- 2013 - 2015 Staff Manager @
- 2006 - 2012 Private Financial Advisor and Vice President @ BB&T Wealth
- 2008 - 2011 Private Financial Services Team Director and Vice President @ BB&T Private Financial Services
- 1999 - 2005 Registered Representative @ Bancnorth Investment Group/Primevest Financial Services Inc
- 1995 - 1998 Financial Services Representative @ Nationwide Investment Serivces Corporation
- 1991 - 1992 District Agent @ The Prudential
Jeff White Education
- Questrom School of Business, Boston University
BS/BA (Finance)
1987 - 1990
Jeff White Skills
- Retirement Planning
- Financial Planning
- Leadership
- Investments
- Financial Services
- Banking
- Finance
- Retirement
- Portfolio Management
- Financial Advisory
- Asset Management
- Credit
- Fixed Annuities
- Life Insurance
- Mutual Funds
- Relationship Management
- Securities
- Small Business
- Strategic Financial Planning
- Training
- Estate Planning
- Team Building
- Planning
- Retirement Income Strategies
- Business Development
- Nursing
- Hospitals
Jeff White Summary
- Jeff White, based in Asheville, NC, US, is currently a Osaic Institutions Financial Advisor at FB Wealth Management located at First Bank (First Bancorp). Jeff White brings experience from previous roles at First Citizens Investor Services, Inc., Western & Southern Life, BB&T Wealth and BB&T Private Financial Services. Jeff White holds a 1987 - 1990 BS/BA in Finance @ Questrom School of Business, Boston University. With a robust skill set that includes Retirement Planning, Financial Planning, Leadership, Investments, Financial Services and more. Jeff White has 1 mobile phone numbers on RocketReach.
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