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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

  • 2,100+

    Employees worldwide

  • 156 billion+

    Client assets

  • 90+ Years

    Independent and employee-owned

  • 30+

    Offices worldwide*

  • 700+

    Companies under coverage

As of June 30, 2026
*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.

More about William Blair affiliated entities

Thought Leadership

  • Friday, August 14, 2026

    Best Financial Practices for College Students

    Learn the basics of managing your finances so you are set up to succeed after graduation.

    Read more
  • Thursday, August 6, 2026

    Financial Tips for Making a Major Purchase

    Address these financial considerations when purchasing a new vehicle or home.

    Read more
  • Monday, July 6, 2026

    Quick Reference Guide to Retirement Plans

    Understanding the nuances between retirement plans can be challenging. William Blair’s Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.

    Read more
See more thought leadership

Our Latest News

  • Tuesday, September 22, 2026

    William Blair Adds Managing Director Focused on Insurance, Financial Services Sectors

    William Blair announced today the expansion of the firm’s financial services team with the addition of William Nay as managing director.

    Read more
  • Tuesday, September 22, 2026

    Yesway, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Yesway, Inc. (YSWY $21.40), a U.S.-based convenience store chain that primarily operates across the Great Plains and Southwest under the Yesway and Allsup’s banners and offers fuel, groceries, general merchandise, and prepared foods—most notably its signature fried burrito.

    Read more
  • Friday, September 18, 2026

    Perspective Therapeutics, Inc.: Initiation of Research Coverage

    William Blair initiated research coverage of Perspective Therapeutics, Inc., a clinical-stage radiopharmaceuticals company that focuses on the lead-212 payload.

    Read more
See more news

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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.

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