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.
Sign up to view 1 direct report
Get started