Skip to Content
Jump to the top of the page
William Blair Logo
  • Private Wealth Management
  • Overview
  • Our Insights
  • Our People
  • Business Owners
  • Form CRS Relationship Summary
  • FINRA's BrokerCheck
  • Careers

The Jefferis Abdo Group

 
William Blair Private Wealth Management

Jefferis Abdo Team
  • Steven Jefferis

    Steven Jefferis

    Managing Director, Wealth Advisor

    +1 312 801 7877
    View profile
  • Albert Abdo III

    Albert Abdo III

    Vice President, Wealth Advisor

    +1 239 518 4672
    View profile
  • Julie Jefferis Abdo

    Julie Jefferis Abdo

    Vice President, Wealth Advisor

    +1 239 518 4673
    View profile
  • Beth Anthony

    Beth Anthony

    Senior Associate II, Client Relations

    +1 312 801 7883
    View profile
  • Michael Becker

    Michael Becker

    Associate, Client Relations

    +1 312 364 8492
    View profile

Thinking Logo | William Blair logo

Across sectors, we have seen accelerated adoption of technology, business opportunity, and a deglobalized environment. Learn from our experts what this evolution means for a post-pandemic world.

Go to William Blair Thinking
Compass

About William Blair

William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 30 offices worldwide.*

  • 1935

    Year William Blair was founded

  • 1,950+

    Employees worldwide

  • 154 billion+

    Client assets

  • 90+ Years

    Independent and employee-owned

  • 30+

    Offices worldwide*

  • 650+

    Companies under coverage

As of December 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Equity.

More about William Blair affiliated entities

Thought Leadership

  • Wednesday, January 14, 2026

    2026 Wealth Planning and Philanthropy Strategies

    As we kick off 2026, now is the time to review your financial strategy and position yourself for success in the year ahead.

    Read more
  • Game pieces on a board
    Friday, January 30, 2026

    Thinking Strategically About Charitable Giving

    Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.

    Read more
  • Wednesday, September 24, 2025

    Keeping Your Financial Information Secure—And Steps to Take if You Have Been Hacked

    As the world becomes more digitally connected, cybersecurity risks will keep rising. Explore our guide to help you keep your financial information secure, recognize digital risks, and identify the next steps to take if your data has been compromised.

    Read more
See more thought leadership

Our Latest News

  • Tuesday, March 31, 2026

    MiniMed Group, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of MiniMed Group, Inc. (MMED $14.47), a global medical technology company that develops, manufactures, and markets a comprehensive suite of solutions for the management of diabetes.

    Read more
  • Friday, March 27, 2026

    nLIGHT, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of nLIGHT, Inc. (LASR $63.86), a designer and manufacturer of high-power semiconductor lasers and fibers across the aerospace and defense, industrial, and microfabrication end-markets.

    Read more
  • Thursday, March 26, 2026

    Secondary Market Hits Record $220 Billion in 2025

    The global secondary market hit $220B in 2025 (up 42% YoY). 2026 volume is set for $250B, per the new William Blair 2026 Secondary Market Report.

    Read more
See more news

Ready to start a conversation? Contact us today.

This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

Copyright © 2025 William Blair & Company, L.L.C. | Privacy Terms

Are you sure you want to leave?

Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit www.williamblair.com/disclosures