Jeffrey Weiner Email & Phone Number
Managing Director - Investments @ Benjamin F. Edwards
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Jeffrey Weiner Location
- Baltimore, MD, US
Jeffrey Weiner Work
- Managing Director - Investments @ (November 2013 - Present)
- Financial Advisor, Senior Vice President - Investments @ (January 2008 - November 2013)
- Financial Consultant, Senior Vice President - Investments @ (January 1996 - January 2008)
- Attorney @ Eccleston and Wolf, P.C. (June 1993 - December 1995)
- Assistant State's Attorney @ State's Attorney's Office of Baltimore City (September 1990 - May 1993)
- Law Clerk, Circuit Court for Baltimore City @ The Honorable Ellen L. Hollander (March 1989 - September 1990)
Jeffrey Weiner Education
- Georgetown Law
Juris Doctor (J.D.)
1985-1988 - Haverford College
Bachelor’s Degree (Political Science)
1981-1985 - Trinity High School (NYC)
High School
1977-1981
Jeffrey Weiner Skills
- Investments
- Investment Planning
- Portfolio Management
- Asset Allocation
- Financial Advisory
- Wealth Management
- Wealth Accumulation
- Asset Protection
- Financial Planning
- Retirement Planning
- Estate Planning
- College Education Planning
- Tax-advantaged Investment Strategies
- Portfolio Analysis
- Fee-Based Investment Accounts
- Mutual Funds
- Separately Managed Accounts
- Private Money Managers
- Life Insurance
- Long Term Care Insurance
- Annuities
- Qualified Retirement Plans
- Unit Investment Trusts
- ETFs
- IRA Accounts
- 401(k) Plans
- SIMPLE IRAs
- SEP IRAs
- Section 529 College Savings Plans
- Life Event Planning
- Asset Planning
- High Net Worth Individuals
- Investment Strategies
- Rollovers
- Trust Services
- Business Owner Services
- Finance
- Strategy
- Fee Based Investment Accounts
- Microsoft Excel
- Customer Service
- 401K Plans
- Tax Advantaged Investment Strategies
- 401 Plans
Jeffrey Weiner Summary
- Jeffrey Weiner, based in Baltimore, MD, US, is currently a Managing Director - Investments at Benjamin F. Edwards & Co.. Jeffrey Weiner brings experience from previous roles at Wells Fargo Advisors, A.G. Edwards & Sons, Inc., Eccleston and Wolf, P.C. and State's Attorney's Office of Baltimore City. Jeffrey Weiner holds a 1985 - 1988 Juris Doctor (J.D.) @ Georgetown Law. With a robust skill set that includes Investments, Investment Planning, Portfolio Management, Asset Allocation, Financial Advisory and more. Jeffrey Weiner has 2 emails and 1 mobile phone numbers on RocketReach.
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