Jeffrey David Simpson
About Jeffrey David Simpson
Jeffrey David Simpson Senior Associate
Jeffrey David Simpson currently serves as a Senior Associate in the field of wealth management. His role includes providing financial guidance and wealth management services to clients. The position involves strategizing and implementing financial plans to help clients achieve their financial goals. Jeffrey's responsibilities also include managing client investment portfolios and advising them on various financial products.
Wealth Manager Jeffrey David Simpson
As a wealth manager, Jeffrey David Simpson focuses on advising clients on how to manage, invest, and grow their wealth. This involves creating personalized financial plans, offering investment strategies, and ensuring clients make informed financial decisions. His duties encompass a wide range of financial services tailored to meet the specific needs of his clients, including retirement planning, estate planning, and risk management.
Chartered Life Underwriter (CLU) Jeffrey David Simpson
Jeffrey David Simpson holds the designation of Chartered Life Underwriter (CLU). This credential signifies his expertise in life insurance and estate planning. Holding this designation indicates that Jeffrey has undertaken rigorous coursework and examinations to gain in-depth knowledge in life insurance, risk management, and financial planning. This allows him to provide specialized advice and solutions to individuals and businesses regarding life insurance and estate preservation.
Chartered Financial Consultant (ChFC) Jeffrey David Simpson
Jeffrey David Simpson also holds the designation of Chartered Financial Consultant (ChFC). This designation demonstrates his comprehensive expertise in financial planning beyond investments, including areas such as retirement planning, estate planning, and insurance. Obtaining the ChFC designation requires advanced studies and knowledge in financial consulting, enabling Jeffrey to offer a broad spectrum of financial advice and strategies for his clients.