Jeffrey Cobb

Vice President Wealth Planner

Jeffrey Cobb is a Vice President and Wealth Planner with a strong background in financial consulting and investment management. A graduate of Northern Kentucky University, Jeffrey earned a Bachelor of Fine Arts in History in 2012. From 2016 to 2019, they held multiple roles at Fidelity Investments, culminating in their position as Vice President Wealth Planner. Prior to this, Jeffrey worked as an Inside Sales Representative at Cengage Learning from 2013 to 2015, where they successfully utilized consultative selling strategies to drive growth and customer satisfaction.

Location

Cincinnati, United States

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