Jeffrey B.

Jeffrey B. has over 20 years of experience in the financial services industry. Jeffrey started their career at Bank of America in 1995 and then moved on to T. Rowe Price Investor Services, Legg Mason Wood Walker, and Citi Smith Barney. In 2007, they joined Merrill Lynch Pierce Fenner & Smith, where they worked until 2013. Jeffrey then worked at New York Life Insurance Company and MissionSquare Retirement, specializing in financial planning services.

Jeffrey B. has a Master of Science (MS) degree in Financial Services from The American College of Financial Services. Prior to that, they obtained a Bachelor of Arts (BA) degree in Economics from the University of Maryland. In addition, they hold the certification of CERTIFIED FINANCIAL PLANNER, TM from the CFP Board, although the month and year of obtaining this certification are not provided.