Jeff has been a financial advisor for over 34 years. He started at Merrill Lynch in Freehold, New Jersey and then spent many years at Smith Barney where he was also the resident manager of the Marlboro, New Jersey office. Jeff chose to move his practice to RBC Wealth Management in 2009 after he did a thorough search of the industry. He is delighted to be at one of the premier financial service firms in the world with an outstanding culture of service and integrity.
He did his undergraduate work at the University of Massachusetts, and graduated magna cum laude with a political science degree and minors in history, psychology and education. While there, he was named to the Phi Beta Kappa honor society. He indulges his appetite for life-long learning by regularly attending conferences and workshops on a variety of topics. Jeff is also an eager reader about finance, economics and politics.
Jeff attained his CERTIFIED FINANCIAL PLANNER™ certification in 1993. It reflects his breadth and depth of knowledge in the areas of retirement planning, estate planning services, income tax planning, insurance and college funding. This complements the specialized knowledge of investments and the inner workings of Wall Street firms that comes with his 34 years in the business. He has also attained the Chartered SRI Counselor™ designation in 2019.
This reflects a commitment to socially responsible investing that has energized him though out his career.
There were many years Jeff spent in public service as a member of the board of directors of Temple Rodeph Torah and on the board of the Greater Monmouth County Chamber of Commerce. While he thoroughly enjoyed his colleagues in those organizations, and the countless hours of volunteer work, he has refocused his time on serving the needs of his growing client base. When Jeff is not working, he likes to spend time with family. His outside interests include yoga and soccer as well as reading books on philosophy, religion and spirituality.
Jeff is excited to merge his practice with his colleague Jonathan. Jonathan is an outstanding financial advisor in the Florham Park office of RBC Wealth Management, who specializes in municipal and corporate bonds and asset allocation strategies. Together, they will maintain both locations and Jeff, Jonathan and Toni Ann will continue to provide the same level of performance, service and attention for all clients.
