Financial empowerment


Jeff Ball is on a mission is to help clients navigate the financial services industry effectively. He is committed to educating clients about money and investments, helping to reduce money-anxiety and empowering clients to take control of their finances. His goal is to help clients to reach their financial goals and to achieve a sense of financial well-being. Jeff wants clients to get the best deal possible from RBC and all of their financial service providers.


Mr. Ball works to help create financial security and peace of mind for individuals and their families. Many of his clients are worried about the volatility of the markets and the stability and safety of their investments. He designs customized portfolios which are balanced and diverse, while providing an appropriate level of income and growth for each family’s needs. Jeff explains financial issues and his investment rationale in depth to help empower clients and counteract the mystification and intimidation which is prevalent in this industry.

Jeff creates and manages investment portfolios for his clients. He prides himself on astute portfolio management with the goal of providing outstanding risk adjusted portfolio returns.

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.


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Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Attend a workshop

Mr. Ball offers periodic workshops on socially conscious investing, and the emotional side of money and investments. If you are interested in a schedule of upcoming workshops or events please contact Jeff at 732-576-4634 or

Jeff also advises a Socially Responsible Investment Club called the Green Investment Club. This group meets in Red Bank, NJ every five weeks and studies and invests together. The club members focus on how corporations address environmental, social and governance issues while investing in a growth portfolio.