Jeff Ackler, Cfp® Email and Phone Number
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Dave Ramsey and the Ramsey Solutions organization help with your retirement, college savings and other investments.What Does It Mean To Be A SmartVestor Pro?I Agree to the SmartVestor Code of ConductI believe everyone deserves access to objective, professional investing guidance. I Provide a Refreshing Twist on Financial PlanningI have the heart of a teacher, not the attitude of a salesman. I'm someone you can feel comfortable talking to and someone you can trust. We'll work together to create a plan to help you work towards your goals.I Care About Your FutureI'm more than a "financial planner" - I'm someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you're investing in and why, & encourage you to stick with your long-term goals.Our mission is to get to know & understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.Our commitment is to know you, your family and your business better than anyone else.The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Merit Financial Advisors or LPL Financial.The financial consultants at Merit Financial Advisors are registered representatives with and offer securities through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info" section above.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Synergy Investment Management, an SEC registered investment advisor. Synergy Investment Management and Merit Wealth Advisors are separate entities from LPL Financial.The SmartVestor program is a directory of investment professionals. Dave Ramsey, SmartVestor and Ramsey Solutions are not affiliates of Synergy Investment Management, Merit Wealth Advisors, or LPL Financial.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Merit Financial Advisors
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Certified Financial Planner™ Professional And Smartvestor ProMerit Financial AdvisorsOrlando, Fl, Us
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Certified Financial Planner™ Professional And Smartvestor Pro At Merit Wealth AdvisorsMerit Wealth Advisors Jun 2015 - PresentOrlando, Florida, United States -
Certified Financial Planner™ Professional And Smartvestor ProMerit Financial Advisors 2017 - PresentMaitland, Fl -
Certified Financial Planner™ Professional And Smartvestor ProJeff Ackler, Cfp® Oct 2015 - Jun 2017Orlando, Florida AreaJeff Ackler is a CERTIFIED FINANCIAL PLANNER™ professional, who began his career in the Financial Services Industry in 1992. Jeff began his career at Dreyfus Corporation in Uniondale, NY, working with clients and prospects and finding appropriate mutual fund investments for their long term needs.In 1995, Jeff joined Charles Schwab & Company, Inc. where he built and managed client relationships in the Melville, NY office. He also acted as a trainer to other representatives and managers, developed business plans, assisted in the creation of business growth strategies and more. He was an approved media spokesperson for Charles Schwab & Company, often appearing on local TV news and print articles. Jeff was awarded quarterly "Excellence in Service" awards on multiple occasions, and received the honors of "Top Performer" and "Iron Man" for outstanding Customer Service. He was also a leader in local charity organizations, helping to organize and participate in the company sponsored "Habitat For Humanity" events, and recognized for his efforts to invest in the community.After relocating to Florida with Schwab in 2002, Jeff spent 7 years in Supervisory and Operations Management roles in both the Orlando Service Center and in the St. Petersburg, Florida Branch. He was successful in leading those teams in service, compliance and sales. During the latter part of that time he took it upon himself to study for and complete the CFP® Certification course, and passed the rigorous examination in 2009.Given his extensive experience in serving clients and long track record of success, Jeff accepted a position in 2009 as a Portfolio Consultant in what is known now as Schwab Private Client Investment Advisory, Inc. He managed the relationships and assets of over 200 high net worth clients with assets of over $200 Million, ($500K Min per client), and helped counsel and guide them during the aftermath of some of the most challenging market conditions we've seen in the last 75 years.
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Portfolio Consultant, Certified Financial Planner™ ProfessionalSchwab Private Client Investment Advisory Aug 2009 - Oct 201532810Jeff has impressive experience working with all types of clients with diverse backgrounds, such as CEO's, Small Business Owners, Doctors, Executives, Teachers, Lawyers, Accountants, and many other professions. Many clients are retirees from all walks of life, some in need of increased dividends or are living on a fixed budget and in need of the professional guidance Jeff provided. He was frequently referred by his clients to other potential high-net worth prospects due to his work ethic and caring attitude towards his valued clients. In 2015, after 20+ years of success at Schwab, Jeff left to start his own firm, Wealth Realm, where he continues to work very closely with clients and helps them pursue their financial goals and dreams. He provides his clients with very hi-tech tools and "Human Advice", with a strong focus on asset management and wealth planning solutions.Jeff holds a B.S. in Business. He completed his Certificate Program in Financial Planning at The College for Financial Planning in 2008, and is a CERTIFIED FINANCIAL PLANNER™ Practitioner. He holds the Series 7, 8, 24, 63 and 65 registrations with LPL Financial and is an LPL Investment Advisor Representative.Jeff resides in Tavares, FL with his wife Valerie, and together they are also the franchise owners of Cruise Planners, a full-service travel agency. Their grown children and family live in the surrounding neighborhoods. They enjoy going on cruises and tours, hiking the mountains, and spending time with family and their two small dogs.Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.mywealthrealm.com -
Multiple RolesCharles Schwab & Co Jun 1995 - Jul 2009
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MarketingDirect Marketing Association 1993 - 1995Marketing
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Investment RepresentativeDreyfus 1992 - 1994Sales -
Customer Service RepresentativePublishers Clearing House 1991 - 1993Port Washington, NyCustomer Service
Jeff Ackler, Cfp® Skills
Jeff Ackler, Cfp® Education Details
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Business & Marketing
Frequently Asked Questions about Jeff Ackler, Cfp®
What company does Jeff Ackler, Cfp® work for?
Jeff Ackler, Cfp® works for Merit Financial Advisors
What is Jeff Ackler, Cfp®'s role at the current company?
Jeff Ackler, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ Professional and SmartVestor Pro.
What is Jeff Ackler, Cfp®'s email address?
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What is Jeff Ackler, Cfp®'s direct phone number?
Jeff Ackler, Cfp®'s direct phone number is +140779*****
What schools did Jeff Ackler, Cfp® attend?
Jeff Ackler, Cfp® attended State University Of New York College At Old Westbury, Hofstra University.
What are some of Jeff Ackler, Cfp®'s interests?
Jeff Ackler, Cfp® has interest in Travel.
What skills is Jeff Ackler, Cfp® known for?
Jeff Ackler, Cfp® has skills like Series 7, Series 63, Investments, Retirement Planning, Mutual Funds, Series 65, Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Certified Financial Planner, Strategic Financial Planning.
Who are Jeff Ackler, Cfp®'s colleagues?
Jeff Ackler, Cfp®'s colleagues are Sunil Sunil G, Lazar A.
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