Private Advisor, Senior Vice President
Jeffrey is a Senior Vice President, Private Advisor at Rockefeller Capital Management. Prior to joining Rockefeller, Jeffrey was a Financial Advisor with Wells Fargo Advisors. In addition to his experience at Wells Fargo, Jeffrey’s Financial Services career has also included roles with Morgan Stanley, Citigroup and Drexel Burnham, serving clients as a financial advisor for 40 years. Jeffrey specializes in a wide range of services, from helping select individual investments to developing a retirement plan, he helps make informed investment decisions based on his client’s specific needs.