Introduction to Jeff
What it means to be an advisor with RegentAtlantic.
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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.