1 year ago
Estate Planning and 529 Plans
When you contribute to a 529 plan, you’ll not only...
Financial Advisor,
Advice & Wellness
CAPTRUST welcomed Jeffrey in 2021, and he currently serves as a financial advisor. Jeffrey works with retirement plan sponsors and plan participants to help them achieve their financial goals by providing unbiased, consistent financial advice and guidance.
Jeffrey joined CAPTRUST from TIAA where he worked as a financial advisor. He provided a strategic, disciplined, and personalized approach to helping clients and plan participants reach their financial goals. Jeffrey received a Bachelor of Arts degree in speech communications from the University of South Florida in Tampa.
Outside of work, Jeffrey enjoys watching his daughter perform in Broadway shows at the local theater and traveling around the country to watch his twin boys play competitive ice hockey.
1 year ago
When you contribute to a 529 plan, you’ll not only...
1 year ago
Estate planning is a process designed to help you manage...
1 year ago
An annuity is a contract between you, the purchaser or...
1 year ago
529 plans are tax-advantaged education savings vehicles and one of...