As a CERTIFIED FINANCIAL PLANNER™ practitioner, Jeff holds the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He is dedicated to helping his clients work toward their financial goals by guiding them through the investment planning process set forth by the CFP® Board of Standards.
Jeff joined Raymond James in May 2016. In 1976, he established a full-service financial planning and consulting practice in Needham Heights, Massachusetts, through LPL Financial LLC, specializing in college planning, retirement and estate planning, and tax preparation.
Jeff attended University of Hartford in West Hartford and graduated with a Bachelor of Arts degree in history and government. He furthered his education at Bentley College in Waltham, Massachusetts, earning a Bachelor of Science degree in accounting and finance in 1973.
Working with many clients over the years in helping them achieve financial independence, Jeff says he knows of three personality traits his clients value most: “They know I am trustworthy, loyal and knowledgeable.” Jeff’s attraction to Raymond James is summed up in three words: “quality, industry and reputation.”
Jeff works closely with Hallie Hicks, Director of Operations. View her Bio.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
I am originally from Malden, Massachusetts, but today I live in the town of Hull with my wife, Joyce, and sons, Joel and Jonathan. In my free time, I enjoy golfing and playing music, so give me a club or instrument and I’m happy.
Growing up, my mother would say to me, “If you don't work hard, you will never achieve your goals.” It’s funny, because, today, achieving goals is something I always talk about with my clients. I love talking to people about money and their needs now and later, and helping them resolve their financial issues.
While I take my job very seriously, one thing that may surprise people about me is my sense of humor. In fact, if I wasn’t doing what I’m doing, I would love to be a stand-up comic. Another thing I would love to do is learn to speak Italian.
One thing I couldn’t live without – besides my kids, of course – is meatball grinders. Hey, imagine if one day I could order a meatball grinder … in Italian. That would really be something.
