Jeff focuses on serving his clients by utilizing both his investment experience and Wells Fargo Advisors Financial Network’s world class capabilities. Jeff is a Founding Partner of Millennium Private Wealth and has over 30 years of experience in the wealth management industry.
Jeff began his financial services career in his hometown of Louisville, KY as an Advisor and Assistant Manager. He later served as the Complex Manager in Raleigh, NC for PaineWebber as well as the Mid Atlantic Regional Sales
Manager at UBS Headquarters in Weehawken, NJ and New York, NY. He came to the Lowcountry for UBS in 2005 as a Director and Complex Manager in Charleston, Mt. Pleasant, Hilton Head, Bluffton and Savannah.
A graduate of Washington and Lee with a B.A. in Economics, Jeff was also a member of the school’s 1988 NCAA Championship Tennis Team.
Jeff is an active Lowcountry USTA team and tournament participant and local supporter. He is the Director of the South Carolina Junior Golf Association and Coach of the Boys Golf Team at Bishop England High School. He also formerly and proudly served as the Board Chair for the YMCA of Greater Charleston. Jeff resides on Daniel Island in Charleston with his wife Karen, three children, Ellie, Ben and Annie.
CA Insurance License Number 4274615. Resident State SC.
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