Jeff Ragatz is currently the Financial Advisor Team Manager at UBS Wealth Advice Center, having started this position in 2025. Prior to this, they were VP Regional Sales Manager for Virtual Financial Advisory at Citizens Securities, Inc. from 2023 to 2025 and worked as a Financial Advisor at Citizens Wealth Management from 2021 to 2023. They also served as a Financial Planning Consultant at Tristate Financial Advisors between 2020 and 2021. Jeff is pursuing a Bachelor of Arts in Organizational Management Studies at Gettysburg College.
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