Forsythe Findley Wealth Advisors
Jeffrey Plummer, CLU, CFS is the current President of Forsythe Findley Wealth Advisors, after previously holding various leadership positions in the financial industry with companies such as Guardian Life, John Hancock Financial, AXA Advisors, The MONY Group, and Mutual of New York. With a strong background in financial planning and experience in agency leadership and development, Jeffrey has consistently demonstrated expertise in building successful teams and driving growth within the organizations Jeffrey has been a part of. Their education includes a degree in CLU, Financial Planning from The American College of Financial Services, and participation in programs at Harvard Business School.
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Forsythe Findley Wealth Advisors
At Forsythe Findley, our curated team of Advisors unite with a shared goal – growing and protecting your financial well-being. Principles of trust, integrity, and a commitment to excellence are the bedrock of our service, striving to make every client experience resonate with intention and care. Every journey is unique, and we are honored to be a part of yours.