Serving Downtown & Springfield Branches and the Financial Advisory Center
Jeff started his career in the financial services industry in 2011 as a Member Relationship Specialist at VyStar Credit Union. He then worked for Fidelity Investments and Merrill Lynch/Bank of America as a Financial Advisor before returning in a capacity of an LPL Associate Advisor with VyStar Investment Services. Jeff’s experience as an LPL Financial Associate Advisor and as a Credit Union Member Relationship Specialist has provided him with the tools and knowledge to help credit union members pursue their short and long term goals.
Jeff’s qualifications include:
Series 7 Securities License held with LPL Financial
Series 66 License held with LPL Financial
Series 63 License held with LPL Financial
Licensed Insurance Agent, Florida 2-15
Bachelor’s degree in Sociology – Florida State University