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Jeff B

CERTIFIED FINANCIAL PLANNERā?¢ with 15 years experience providing objective advice and implementing solutions for affluent clients. Top performing advisor in balanced performance across banking, investments, and insurance. Proven record of developing loya

Occupation:

Personal Financial Advisor

Location:

Atlanta, GA

Education Level:

Bachelor

Will Relocate:

YES

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SUMMARY CERTIFIED FINANCIAL PLANNER? with 15 years experience providing objective advice and implementing solutions for affluent clients. Top performing advisor in balanced performance across banking, investments, and insurance. Proven record of developing loyal client relationships leading to high levels of client engagement.

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