Jeff Steele

Jeff Steele Email and Phone Number

Managing Partner, CCO at SilverLake Wealth Management @
Jeff Steele's Location
Burlington, Vermont, United States, United States
Jeff Steele's Contact Details
About Jeff Steele

Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Investment advice offered through SilverLake Wealth Management LLC, a registered investment advisor. Third party posts found on this profile do not reflect the views of SilverLake Wealth Management and have not been reviewed by SilverLake Wealth Management as to accuracy or completeness. For a list of states in which I am registered to do business please visit www.silverlakewealth.com. Other important disclaimers can be found at https://loom.ly/u8yMYyM

Jeff Steele's Current Company Details
Silverlake Wealth Management LLC

Silverlake Wealth Management Llc

Managing Partner, CCO at SilverLake Wealth Management
Jeff Steele Work Experience Details
  • Silverlake Wealth Management Llc
    Managing Partner
    Silverlake Wealth Management Llc Apr 2002 - Present
    Independent investment firm offering objective investment advice. Client accounts are held at Fidelity and Schwab.Investment advice offered through SilverLake Wealth Management LLC, a registered investment advisor.
  • Silverlake Wealth Management Llc
    Managing Partner
    Silverlake Wealth Management Llc Apr 2002 - Present
  • Morgan Stanley Dean Witter
    Fianancial Advisor
    Morgan Stanley Dean Witter 1990 - 2002
    New York, Ny, Us
    View

Jeff Steele Skills

Investments Alternative Investments Wealth Management Financial Advisory Llc Securities Asset Allocation Management Marketing Series 7 Estate Planning Asset Management Retirement Planning Investment Strategies Series 63 Investment Management Leadership

Jeff Steele Education Details

  • State University Of New York Cortland
    State University Of New York Cortland
    Economics
  • Trinity-Pawling
    Trinity-Pawling

Frequently Asked Questions about Jeff Steele

What company does Jeff Steele work for?

Jeff Steele works for Silverlake Wealth Management Llc

What is Jeff Steele's role at the current company?

Jeff Steele's current role is Managing Partner, CCO at SilverLake Wealth Management.

What is Jeff Steele's email address?

Jeff Steele's email address is rc****@****oot.com

What is Jeff Steele's direct phone number?

Jeff Steele's direct phone number is +180223*****

What schools did Jeff Steele attend?

Jeff Steele attended State University Of New York Cortland, Trinity-Pawling.

What skills is Jeff Steele known for?

Jeff Steele has skills like Investments, Alternative Investments, Wealth Management, Financial Advisory, Llc, Securities, Asset Allocation, Management, Marketing, Series 7, Estate Planning, Asset Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.