Jeff Daigneault Email & Phone Number

As a young boy in the '80's watching Alex P. Keaton on the TV sitcom Family Ties, or Bud Fox from the movie Wall Street, I always knew I wanted to be a part of the fast-paced financial services industry. Fortunately for me, it's been more about advising financial advisors and helping clients achieve long term financial goals than the hostile takeovers we see on the big screen. My passion for investments combined with my sincere desire to educate and consult has been the recipe for success in the career I love.I feel fortunate to have sat in a few different seats while working in this field. I began my career by serving retail clients as a financial advisor, later consulted financial advisors from a broker-dealer home office, and on two occasions built successful territories as an asset management wholesaler. This unique work history has allowed me to flourish by truly understanding the needs of all parties involved.For 14 of the last 17 years, I have been an asset management wholesaler building long lasting relationships through a consultative approach with a focus on education, information, and idea share. I'm a goals focused individual who fully embraces technology (and all other resources) to better service clients, and to establish a territory management plan with activities that can be measured and replicated for effectiveness.When I'm not working you are likely to find me outdoors under the Florida sun with my wife and daughter.

Listed skills include Investments, Mutual Funds, Series 7, Wealth Management, and 8 others.