Jeffrey Sidney
About Jeffrey Sidney
Jeffrey Sidney is a Financial Representative at Modern Woodmen of America in Cary, North Carolina, where he has worked since 2014. He specializes in personalized financial planning for families and small business owners, emphasizing client education throughout the process.
Work at Modern Woodmen of America
Jeffrey Sidney has served as a Financial Representative at Modern Woodmen of America since 2014. He has accumulated ten years of experience in this role, operating from Cary, North Carolina. In his position, he provides personalized financial planning services tailored to the needs of families and small business owners. His approach focuses on client education, ensuring that clients feel comfortable and informed throughout the financial planning process.
Education and Expertise
Jeffrey Sidney earned a Bachelor’s Degree in Elementary Education and Teaching from St. John Fisher College, where he studied from 2001 to 2005. His educational background laid the foundation for his initial career in elementary education. Approximately five years ago, he transitioned into the financial services sector, where he has since developed expertise in personalized financial planning.
Background
Before entering the financial services industry, Jeffrey Sidney worked in elementary education. His career shift to financial services occurred approximately five years ago, allowing him to leverage his skills in client interaction and education in a new context. He has been with Modern Woodmen of America for a decade, focusing on financial planning.
Interests and Hobbies
Jeffrey Sidney has a strong interest in sports, particularly golf. He plays golf frequently, which reflects his commitment to maintaining an active lifestyle. His passion for sports may contribute to his approach in financial planning, emphasizing strategy and long-term goals.