Role listed
Trust & Wealth Firm
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Jeff B. Email & Phone Number
C-Level Executive & Wealth Advisor | Series 7, 63, 66 | CPA, (CFP ~ March 2025)
at
Trust & Wealth Firm
1 work email found
@centurylink.com
1 phone found area 314
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
C-Level Executive & Wealth Advisor | Series 7, 63, 66 | CPA, (CFP ~ March 2025)
Location
St Louis, Missouri, United States
Who is Jeff B.? Overview
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Quick answer
Jeff B. is listed as C-Level Executive & Wealth Advisor | Series 7, 63, 66 | CPA, (CFP ~ March 2025) at Trust & Wealth Firm, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at centurylink.com, phone signal with area code 314, and a matched LinkedIn profile for Jeff B..
Jeff B. previously worked as Chief Growth Officer & Wealth Advisor at Thomas Cohn Associates and Board Member - Planned Giving Committee at Gene Slay'S Girls & Boys Club Of St. Louis. Jeff B. holds Accounting from Louisiana State University.
Company email context
Email format at Trust & Wealth Firm
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*@centurylink.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jeff B.. Compare company email patterns before reaching out.
Profile bio
About Jeff B.
As Wealth Management Advisor, I work with clients to provide comprehensive and customized financial solutions to high net worth individuals, families, business owners, and businesses. With over five years of experience in wealth management, I have developed expertise in asset management, tax strategies, and financial risk management. I am passionate about helping clients navigate complex financial situations and optimize their financial well-being. I value integrity, excellence, and collaboration, and I strive to deliver exceptional service and results to my clients and my team.
Current workplace
Jeff B.'s current company
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12 roles
Jeff B. work experience
A career timeline built from the work history available for this profile.
Chief Growth Officer & Wealth Advisor
Current
Mar 2024 - Present
Board Member - Planned Giving Committee
Current
Aug 2023 - Present
Board Member
Current
Mar 2023 - Present
Vice President - Private Wealth Advisor
Sep 2022 - Mar 2024
Wealth Management Advisor
Jul 2021 - Sep 2022
Personal Financial Representative
Dec 2019 - Jul 2021
Financial Advisor
Nov 2018 - Dec 2019
Finance Manager
Lumen (formerly known as Savvis), is a global leader in cloud infrastructure and hosted IT solutions for enterprises. Nearly 2,500 unique clients, including more than 30 of the top 100 companies in the Fortune 500, use CenturyLink Technology Soultions to reduce capital expense, improve service levels and harness the latest advances in cloud computing.
Jul 2012 - Nov 2018
Senior Consultant
Jan 2011 - Jul 2012
Senior Accountant
A Sun Capital Private Equity Company.At the time, DBA Life Uniform before being bought by Scrubs & Beyond, Life Uniform was the leading retailer of specialty healthcare apparel in the United States and the only national multi-channel retailer in the medical apparel industry with products being sold through 198 stores, catalogs, e-commerce, and sales events.
Apr 2009 - Jan 2011
Consultant
Jan 2008 - Apr 2009
3 education records
Jeff B. education
Accounting
Louisiana State University
Bachelors, Accounting
Louisiana State University
Education record
Mandeville High
FAQ
Frequently asked questions about Jeff B.
Quick answers generated from the profile data available on this page.
What company does Jeff B. work for?
Jeff B. works for Trust & Wealth Firm.
What is Jeff B.'s role at Trust & Wealth Firm?
Jeff B. is listed as C-Level Executive & Wealth Advisor | Series 7, 63, 66 | CPA, (CFP ~ March 2025) at Trust & Wealth Firm.
What is Jeff B.'s email address?
AeroLeads has found 1 work email signal at @centurylink.com for Jeff B. at Trust & Wealth Firm.
What is Jeff B.'s phone number?
AeroLeads has found 1 phone signal(s) with area code 314 for Jeff B. at Trust & Wealth Firm.
Where is Jeff B. based?
Jeff B. is based in St Louis, Missouri, United States while working with Trust & Wealth Firm.
What companies has Jeff B. worked for?
Jeff B. has worked for Trust & Wealth Firm, Thomas Cohn Associates, Gene Slay'S Girls & Boys Club Of St. Louis, Havenhouse St. Louis, and First Bank.
How can I contact Jeff B.?
You can use AeroLeads to view verified contact signals for Jeff B. at Trust & Wealth Firm, including work email, phone, and LinkedIn data when available.
What schools did Jeff B. attend?
Jeff B. holds Accounting from Louisiana State University.
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