Jeff Cody

Jeff Cody is a financial services professional with 19 years of experience, currently working as a College and Financial Planner and Financial Advisor at 1847 Financial, formerly known as Penn Mutual Wealth Strategies. Jeff has expertise in tax strategies, retirement income enhancement, business transitions, and special needs planning. As a Capital Gains Tax Mitigation Specialist with the Estate Planning Team, Jeff collaborates with a group of seasoned professionals in business planning and wealth succession. Previously, as the owner of Cody and Associates and a Financial Advisor with MassMutual Financial Group, Jeff has consistently provided valuable financial guidance. Jeff holds a Bachelor of Business Administration from Belmont University and multiple financial services designations from The American College of Financial Services.