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 very proud to have been named by Forbes Best-in-State Wealth Advisors 2020, ranking #3, Barron’s as Top 100 Independent Financial Advisors in 2019 and 2020, also by Forbes as one of America’s Top 250 Wealth Advisors in 2017, 2018, 2019, and 2020, as well as Forbes Best-In-State Wealth Advisors in 2020 ranking #3 in Michigan. Jeff was also named to Barron’s Top 1,200 Financial Advisors in 2020, his 7th year ranking with Barron’s. Jeffrey was also selected as a “Five Star Wealth Manager” by Hour Detroit Magazine, and in 2017, 2019 and most recently in 2020, Jeff has been named a Top 400 ranked Financial Adviser by Financial Times.
Jeffrey’s clients are high net-worth families, family offices, athletes, entertainers, business owners, corporate executives, celebrities, and retirees. He also works with private as well as publicly traded companies ranging in size from small to large in size. Additionally, Jeffrey’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.
Jeffrey 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, Jeffrey has also spoken to other groups of various sizes.
While enrolled in a four year fully funded soccer scholarship at Eastern Michigan University where Jeffrey 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. Jeffrey 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) while maintaining 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 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.
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