Jeffrey Fitz is a financial advisor with Raymond James. While focusing his business on his clients’ individual financial objectives, Jeffrey believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Jeffrey apart.
Jeffrey is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Jeffrey works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial solutions using financial planning, retirement planning, portfolio management and more.
Jeffrey graduated from Southern Connecticut State University with a bachelor’s degree in business administration. He is a member of The Fitz Family Foundation and the St. Patrick’s Church CYO Basketball Board. Jeffrey lives in Pound Ridge, NY, with his wife, Lisa, and their three children, Alana, Shana and Marcus. He joined Raymond James in 2021.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.