Jeffrey Ball, CFP®, CSRIC®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

732-576-4634
Email | |
732-576-4601

Qualifications
Jeff Ball has been a financial advisor for over 32 years. He started at Merrill Lynch in Freehold, NJ and then spent many years at Smith Barney where he was also the Resident Manager of the Marlboro, NJ 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.

Jeff 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, taxes, insurance and college funding. This complements the specialized knowledge of investments and the inner workings of Wall Street firms that comes with his 32 years in the business. He has also attained The Chartered SRI Counselor™ (CSRIC®) designation in 2019. This reflects the commitment to socially responsible investing that has energized him though out his career. 

Personal
There were many years 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. In addition to that his outside interests include yoga, soccer, and lectures on comparative religion and various forms of spirituality.

Laura Ray

Branch Service Manager, Senior Registered Client Associate

732-576-4616

Laura has been an integral part of Jeff's practice for the last eight years. Laura is a Senior Registered Client Associate. She is fully-licensed to enter investment orders and she directs the prompt execution of all service requests. In addition to supporting Jeff's clients, Laura has additional responsibilities as the Branch Service Manager of RBC's Red Bank branch. 

 

Laura began her career as a wire operator in 1984 at Shearson Lehman Brothers. She started by transmitting orders to the floor of the New York Stock Exchange and she was quickly promoted to Operations Associate. She later moved on to support one of the biggest producers at the firm as a Registered Sales Associate. As the industry changed and Laura's brokerage firm was sold, bought, and merged, Laura continued to advance. While at Morgan Stanley Smith Barney she studied at the New York Institute of Finance and passed her Series 7,63, 9,10, and 66 exams. She was named Vice president and Complex Service Manager and was responsible for the oversight of three branches, 15 administrative assistants and 35 financial advisors. 

 

Laura lives in Point Pleasant, NJ, with her daughter Jenna, and son Nicholas, who recently graduated from West Virginia University. Her passions include cooking, music, and going out in New York City (pre-Covid.) She also loves to ski, go to the beach and spend time with her family. 

 

Laura joined RBC in 2012 and has been a credit to the Red Bank office,and Jeff in particular, ever since. 

 

 

 

 

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Steve Vitale

Wealth Management Consultant


Dan Sullivan

Wealth Strategist


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