Jeff advises high-net worth
families on investments and planning. He works closely with clients
on managing their investment portfolios and constructing comprehensive
financial plans, implementing changes when necessary to reflect changes in
their lives and monitoring the progress of the plan as it relates to his
Jeff joined the Private Wealth Management group at William Blair in 2010.
Previously, he was with Morgan Stanley Smith Barney where he began
his career as a financial advisor in 2002. He brings with him nearly 20 years of
investment experience. In July 2008, Jeff earned his Chartered Retirement
Planning CounselorSM (CRPC®) designation from the College for Financial
Planning. Previously, he worked for Océ North America in sales. Jeff earned
his bachelor’s degree from the Virginia Military Institute (VMI).