Managing Principal, Financial Advisor
Jeffrey is the Managing Principal of his own wealth advisory practice associated with Wells Fargo Advisors Financial Network, and is in his 27th year as a financial advisor. Jeff has built a team that is committed to the highest standards of client service. He and his team are dedicated to earning each client’s trust by providing sound investment advice, with a professional and personalized approach.
Jeff is proud to have been recognized by Forbes as one of America’s Top 250 Wealth Advisors for the fourth straight year in 2020, ranking #69 in the Nation. He was also named to Barron’s Top 100 Independent Financial Advisors in 2020 for the second straight year, ranking #37 in the Nation for 2020. Additionally, Jeff was recognized in Barron’s Top 1200 Financial Advisors for the sixth straight year, as well as the Forbes Best-In-State Wealth Advisors, ranking #1 Private Wealth Advisor in the State of Michigan for 2021. And in 2017, 2019, and 2020, Jeff was named a Top 400 Adviser by the Financial Times.
Jeff’s clients are high net-worth families, family offices, athletes, entertainers, business owners, corporate executives, celebrities, and retirees. He works with both private and publicly traded companies ranging in size from small to large. Additionally, Jeff’s team works with government agencies, employee benefit plans, ERISA qualified plans, endowments, foundations, and other institutional entities. He designs sophisticated wealth management plans and detailed financial strategies for his clients; taking into account their investment needs, ability, or willingness to assume risk, time horizon, and other factors that may affect their investment decisions.
Jeff speaks across the country to business owners and executives on various topics of interest including teaching at the Ross School of Business at the University of Michigan over the last 2 years on the topic of Sports Management and the comparisons to working with Businesses and their executive groups. On many occasions, Jeff has also spoken to other groups of various sizes.
While enrolled in a four year fully funded soccer scholarship at Eastern Michigan University where Jeff was on the Mid-American Conference All-Academic Honor Roll, he received a Bachelor of Science in Business administration; majoring in finance and minoring in accounting and economics. Jeff also received training for his Certified Financial Planner™ (CFP®) Certification from Oakland University.
Jeffrey has a national practice with offices in South Florida (Fort Lauderdale), Michigan (Birmingham), Mishawaka (Indiana) and New York (Manhattan). He maintains his primary residency in Florida along with his residence in Michigan. He values his Midwestern roots, while still appreciating the advantages of being close to the pulse of financial centers around the world. Jeff has three children; Louis, Marcelo and Alessandro with his wife Nicole. He enjoys competitive sports and is involved with many charities like the Boys and Girls Clubs nationally, including being a board member of The Sean Anderson Foundation, The Mourning Family Foundation, and Broward Health Foundation. Jeffrey also donates to many different charities, including The Boys & Girls Club, focusing on his passion for helping under-privileged children.
1. The Forbes Top 250 Wealth Advisors and Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by Shook Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. High Net Worth designates advisors whose account sizes are typically under $5mm, though may have accounts with higher amounts. Private Wealth designates advisors whose account sizes are typically $5mm and above, though may have accounts with lower amounts.
2. The Barron’s Top 100 Independent Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.
3. The Financial Times 400 Financial Advisers rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial adviser production are not explicit components.