Jeffrey Hancock, CFP®, CWS® has over 30 years of experience in Wealth Management, Private Banking, and Commercial Banking. Jeffrey started their career at Toledo Trust Co. as an Assistant Vice President in 1987, then moved to Society Bank as a Vice President in 1990. In 1995, they joined Key Private Bank as Vice President, where they provided wealth management solutions through KeyBank's Private Bank platform. Since 2015, Jeffrey has been serving as Vice President Private Banking at Washington Trust Bank, offering custom financial solutions to clients' complex needs.
Jeffrey Hancock, CFP®, CWS®, obtained their B.A. in International Relations from Denison University in 1981. Jeffrey also pursued Economics and Political Science studies at The London School of Economics and Political Science. In addition, they engaged in independent MBA coursework at The University of Toledo. Jeffrey obtained their Certified Financial Planner certification in 1998 and their Certified Wealth Strategist designation in 2012.
August, 2015 - present
Vice President Private Banking at West Michigan Community Bank
Vice President Private Banking at Collins Community Credit Union
Vice President Private Banking at Security National Bank of Omaha
Vice President Private Banking at American Bank & Trust - South Dakota
Vice President Private Banking at Park Bank - Madison