Jeffrey Petrone Email & Phone Number
Managing Director @ Creative Planning
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Jeffrey Petrone Location
- West Palm Beach, FL, US
Jeffrey Petrone Work
- 2026 -now Managing Director @
- 2026 -now Partner and Managing Director @
- 2007 -now Managing Director @
- 2001 -2007 Senior Associate @
- 2000 -2001 Personal Financial Representative @
Jeffrey Petrone Education
- Villanova University
Bachelor of Science (Finance)
1997-2001
Jeffrey Petrone Skills
- Series 6
- Series 65
- Retirement Plan Consulting
- Registered Investment Advisor
- Retirement Planning
- Retirement Plans
- Retirement Solutions
- Investment Advisory Services
- 401k
- 403 b
- 457 Plans
- Defined Contribution
- Defined Benefit
- Non-Qualified Deferred Compensation
- Deferred Compensation
- Guaranteed Lifetime Income
- Fiduciary Management
- Fiduciary Services
- Pensions
- Retirement
- ERISA
- Strategic Financial Planning
- Investments
- Employee Benefits
- Series 63
- Mutual Funds
- Financial Planning
- Insurance
- Fiduciary
- PowerPoint
- Information Security
- Accounting
- Non Qualified Deferred Compensation
- Microsoft Office
- Microsoft Excel
- Marketing
- Research
- Security
Jeffrey Petrone Summary
- Jeffrey Petrone, based in West Palm Beach, FL, US, is currently a Managing Director at Creative Planning. Jeffrey Petrone brings experience from previous roles at Creative Planning, SageView Advisory Group, Mercer Health & Benefits and Citigroup. Jeffrey Petrone holds a 1997 - 2001 Bachelor of Science in Finance @ Villanova University. With a robust skill set that includes Series 6, Series 65, Retirement Plan Consulting, Registered Investment Advisor, Retirement Planning and more. Jeffrey Petrone has 2 emails and 2 mobile phone numbers on RocketReach.
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