The Jefferis Abdo Group

William Blair Private Wealth Management

Steven Jefferis

Managing Director, Wealth Advisor

+1 312 801 7877

View profile
Albert Abdo III

Vice President, Wealth Advisor

+1 239 518 4672

View profile
Julie Jefferis Abdo

Vice President, Wealth Advisor

+1 239 518 4673

View profile
Beth Anthony

Senior Associate II, Client Relations

+1 312 801 7883

View profile
Michael Becker

Associate, Client Relations

+1 312 364 8492

View profile

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
2,000+

Employees worldwide
152 billion+

Client assets
90+ Years

Independent and employee-owned
30+

Offices worldwide*
700+

Companies under coverage

As of September 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

Friday, November 6, 2026

Deoleo Has Agreed to be Acquired by Acesur and Dcoop

William Blair acted as the exclusive financial advisor to Deoleo Holding, S.L., a portfolio company of CVC Capital Partners and Alchemy Partners, in connection with its pending sale to a consortium comprising Acesur and Dcoop.
Read more
Thursday, October 29, 2026

William Blair Initiates Coverage of Three Oil and Gas Companies

William Blair initiated research coverage of Chevron Corporation (CVX $228.23), ConocoPhillips (COP $147.96), and ExxonMobil Holdings Corporation (XOM $179.91), three leading global oil and gas companies.
Read more
Wednesday, October 28, 2026

Vexcel Has Agreed to Be Acquired by CoStar Group

William Blair acted as the exclusive financial advisor to Vexcel Group, Inc. in connection with its pending sale to CoStar Group, Inc. (NASDAQ: CSGP).
Read more

See more news

Steven Jefferis

Albert Abdo III

Julie Jefferis Abdo

Beth Anthony

Michael Becker

Best Financial Practices for College Students

Financial Tips for Making a Major Purchase

Quick Reference Guide to Retirement Plans

Deoleo Has Agreed to be Acquired by Acesur and Dcoop

William Blair Initiates Coverage of Three Oil and Gas Companies

Vexcel Has Agreed to Be Acquired by CoStar Group

Are you sure you want to leave?