Jeffrey Simpson Email & Phone Number
Senior Vice President of Investments @ Raymond James
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Jeffrey Simpson Location
- Wilton, CT, US
Jeffrey Simpson Work
- 2007 - now Senior Vice President of Investments @
- 1994 - 2007 Vice President of Investments @ A. G. Edwards
- 1985 - 1994 Certified Insurance Consultant @
Jeffrey Simpson Education
- Post University
BS (Marketing)
1980 - 1984 - Ridgefield High
Jeffrey Simpson Skills
- Retirement Planning
- Investments
- Retirement
- Insurance
- Finance
- Securities
- Financial Advisory
- Life Insurance
- Financial Planners
- Series 7
- Portfolio Management
- Strategic Financial Planning
- Business Development
- Sales Executive
- ISV
Jeffrey Simpson Summary
- Jeffrey Simpson, based in Wilton, CT, US, is currently a Senior Vice President of Investments at Raymond James & Associates, Inc. Jeffrey Simpson brings experience from previous roles at A. G. Edwards and AXA Equitable. Jeffrey Simpson holds a 1980 - 1984 BS in Marketing @ Post University. With a robust skill set that includes Retirement Planning, Investments, Retirement, Insurance, Finance and more.
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