Jeff Myers is a wealth management financial advisor based in Melville, NY.

Jeff works with successful professionals, business owners, and families to address complex financial needs. He specializes in integrating wealth management and tax planning to help clients make informed decisions and pursue their long-term financial goals.

Before founding Long Island Wealth Management in 2006, Jeff began his career with The Vanguard Group and later served as a financial planner at Fidelity Investments. In 2026, Long Island Wealth Management joined CAPTRUST, where Jeff continues to serve his clients as part of the firm’s broader wealth management platform.

Jeff is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. He earned the CFP® certification after passing the CFP examination in 2005.

Outside of work, Jeff enjoys spending time with his wife, Maria, and their two daughters. He enjoys traveling, exploring new restaurants, hiking, and golfing.