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Introduction to Jeff

What it means to be an advisor with RegentAtlantic.

A team approach

Our people collaborate to deliver highly personalized service to you.

Melody Dalrymple
Melody Dalrymple
Client Relationship Specialist
Paula A. Santin
Paula A. Santin
Investment Operations Coordinator
William Vaughan
William Vaughan
Associate Wealth Advisor
Melissa Weisz
Melissa Weisz
Wealth Advisor

Team member name and title

Team member contact

Jeff advises clients on financial planning and investment management, cultivating lasting relationships based on trust and communication in order to help clients achieve their financial goals. Jeff began his career at RegentAtlantic back in 2008 as an Analyst, transitioning within the Firm to his current role as Wealth Advisor. He was named Partner of the Firm in 2016. Prior to joining RegentAtlantic, Jeff was an Associate with Mercer Global Advisors. He graduated from The Pingry School in 1996 and earned his Bachelor of Arts in Political Science from Colby College in 2000. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional.

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