Private Wealth Advisor
Chartered Retirement Planning Counselor
888.754.4567, ext. 105
jeff@harvestwealthpartners.com

For more than seven years, Jeffrey has assisted a select group of affluent clients with investment and wealth preservation strategies. He has a defined process by which he works for each client, insisting on understanding the specific situations of that particular client's needs.  By establishing objectives, developing an appropriate strategy, recommending solutions, and reviewing the results, you are educated on making progress toward pursuing your goals. He has earned the Chartered Retirement Planning Counselor certification by The College for Financial Planning.

Jeffrey developed his consultative and planning skills while founding and leading Scepter Enterprises, LLC, a leading technology executive recruiting practice. He worked closely with top-level management to build a business plan and secure senior level management positions with such firms as Gartner Group, MCI, Sprint, XO Communications, and 360 Networks. Jeffrey began his wealth management career with Merrill Lynch in 2002 as a financial advisor in White Plains, New York. He was promoted to senior financial advisor as part of the Private Client Services Group before joining Harvestwealth Partners in 2009.  Jeff is now an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser.

Always willing to give back to his community, Jeffrey serves on the finance board and special events committee of the New York, YMCA. A former athlete, he also enjoys coaching in the White Plains Little League. Jeffrey resides in White Plains, New York, with his wife Jeanine and four children, Gianna, Rolston, Jessica, and Tyler.

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