Client Account Specialist
Jeff is a Client Account Specialist with vast experience in the finance industry and a genuine dedication to client service. He is here to support advisors in the day-to-day administration, acting as a liaison who helps keep you on top of issues big and small. He has been in banking/finance for nearly two decades, most recently with PNC Wealth Management for over 9 years.
Jeff earned his BS in Political Science from the State University of New York at Geneseo. He was born in Phoenix, AZ and spent most of his life in Upstate NY. The winters finally took their toll and he moved to Florida in 2004, where he met his wife and married in 2007. His son was born the following year and unbelievably (to Jeff) has recently entered the teen years.
They live in Naples with their dog, 2 cats and 2 guinea pigs. He loves cruising! If he’s not planning his next cruise Jeff is busy researching information about the cruise lines. Unfortunately, the pandemic has put a damper on that, but he’s hopeful the ships will be sailing again soon. In between cruises, he’ll be watching the latest Marvel movies.