Jeff Simpson, CLU,ChFC

Senior Associate | Wealth Manager at Diamond State Financial Group at Diamond State Financial Group

Jeff Simpson, CLU, ChFC began their career as a Financial Advisor at Wechsler Marsico Simpson, Wealth Management Services in 1995. Jeff provided securities and investment advisory services to clients, focusing on improving their long-term financial success. Jeff also worked as a Senior Associate and Wealth Manager at Diamond State Financial Group starting in 2018, where they offered securities and investment advisory services through Securian Financial Services, Inc. Jeff is committed to providing expertise and strategies to meet clients' financial needs.

Jeff Simpson, CLU, ChFC attended Shippensburg University of Pennsylvania from 1990 to 1995. The degree obtained and field of study pursued during this period are not specified.

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Timeline

  • Senior Associate | Wealth Manager at Diamond State Financial Group

    March, 2018 - present

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