Jeff D.
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Jeff D. Email & Phone Number

Managing Director - A Boutique Wealth Management and Financial Planning Firm at InTrust Advisors, Inc.
Location: Tampa, Florida, United States 10 work roles 2 schools
1 work email found @intrustadvisors.com 3 phones found area 813 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@intrustadvisors.com
Direct phone (813) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Managing Director - A Boutique Wealth Management and Financial Planning Firm
Location
Tampa, Florida, United States
Company size

Who is Jeff D.? Overview

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Quick answer

Jeff D. is listed as Managing Director - A Boutique Wealth Management and Financial Planning Firm at InTrust Advisors, Inc., a with 3 employees, based in Tampa, Florida, United States. AeroLeads shows a work email signal at intrustadvisors.com, phone signal with area code 813, and a matched LinkedIn profile for Jeff D..

Jeff D. previously worked as Managing Director ♦ A Boutique Wealth Management and Financial Planning Firm at Intrust Advisors, Inc. and Board of Advisors at Reborn Ministries, Inc.. Jeff D. holds Bs, Accounting from Indiana University - Kelley School Of Business.

Company email context

Email format at InTrust Advisors, Inc.

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*@intrustadvisors.com
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AeroLeads found 1 current-domain work email signal for Jeff D.. Compare company email patterns before reaching out.

Profile bio

About Jeff D.

Do you struggle to plan for or manage the complexity in your personal finances or in your family owned business?I solve this.I help you determine your specific goals and dreams and then assist you in developing a plan to achieve those financial objectives. We make specific recommendations and work with you to see these action items are completed. For larger estates, we can also relieve you of the burden of managing and administrating your finances.Do any of these sound familiar….► You struggle to understand whether you have enough resources to meet your future goals► You spend time worrying that a market decline could upset your plans► You pay too much in taxes and are looking for new ideas► You worry how you will transition your business to future generations, key employees or an outside buyer► You struggle with the burden of managing a complex estate and need help coordinating and overseeing your many assets or advisorsMy name is Jeff Diercks and I help affluent families and family-owned businesses plan for and reach their financial goals & objectives through a consistent, objective process that yields tremendous peace of mind.I help affluent clients reduce income taxes, maximize their assets over multiple generations, decrease portfolio volatility and increase returns over complete market cycles.Do you want to?► Have a plan for your financial goals and objectives► Receive more guaranteed income for life► Reduce the likelihood of damaging market moves► Reduce your income taxes► Plan for the transition of your assets or business► Simplify your financial life► Maximize your estate across generationsIf you answered “yes” to any of these, here is an easy way to get started:Our Free Second Opinion! Sign up at http://www.intrustadvisors.com/second-opinion-sign-up.html

Listed skills include Investments, Investment Advisory, Financial Planning, Retirement Planning, and 30 others.

Current workplace

Jeff D.'s current company

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InTrust Advisors, Inc.
Intrust Advisors, Inc.
Managing Director - A Boutique Wealth Management and Financial Planning Firm
tampa, florida, united states
Employees
3
AeroLeads page
10 roles

Jeff D. work experience

A career timeline built from the work history available for this profile.

Managing Director ♦ A Boutique Wealth Management And Financial Planning Firm

Current

Tampa/St. Petersburg, Florida Area

Owner, CEO and Managing Director of InTrust Advisors. The firm is a boutique wealth management and financial planning firm focused on helping affluent families reach their important financial goals and dreams.See our insights at http://www.intrustadvisors.com/insights.

Oct 1997 - Present

Board Of Advisors

Current
Reborn Ministries, Inc.

Murphy, North Carolina, United States

Reborn Ministries partners with churches and other evangelical organizations, redefining and enhancing their neighborhood outreaches through training, equipping, and mobilizing ordinary believers through teaching and practical hands on situations to confidently venture outside the safety of their churches to share the Gospel.

Oct 2020 - Present

Treasurer ♦ Board Of Directors

Tampa/St. Petersburg, Florida Area

Messenger Films seeks to engage spiritual seekers through films of beauty, stories of hope. We are currently working on the distribution and marketing of Let Me Have My Son.Messenger Films has previously produced, directed or written such film titles as Sabina K., Final Solution, Undaunted, Con Quien Te Vas?, The Bill Collector, First Landing, More Than Dreams and Ropa Nueava Para Felipe. Find out more at www.messengerfilms.com.

Oct 2016 - Dec 2023

Chief Grower / Owner / Microgreen Grower

Woodlynne Farms

Tampa, Florida, United States

Woodlynne Farms delivered healthy, all natural, hydroponically grown microgreens to South Tampa residential and commercial customers.

Jul 2021 - Oct 2022

Treasurer And Secretary ♦ Board Of Directors

Cci - Equipping Leaders Globally.Com

Tampa/St. Petersburg, Florida Area

CCI glorifies God by equipping nationals with comprehensive training for effective local church ministry, church planting efforts and cross cultural missions. Our vision is to impact the world with the gospel through the equipping and multiplying of Christlike leaders.

Apr 2010 - Dec 2016

Treasurer ♦ Board Of Directors

A Door Of Hope (Formerly 4Kids Of Tampa Bay)

Tampa/St. Petersburg, Florida Area

A Door of Hope, Inc. (formerly 4KIDS Tampa Bay) is a faith-based non-profit organization that focuses on recruiting and licensing safe, loving and stable foster families and others from the community of faith to help children who have been removed from their home due to abuse, neglect and/or abandonment. A Door of Hope is committed to supporting foster families and foster children in Pinellas, Hillsborough and Pasco Counties. Our goal is to make sure that every child has the opportunity to experience the life they deserve and become productive and influential members of society.

Oct 2009 - May 2016

Managing Partner ♦ Trend Following Signal Site

Stock-Signal.Com

Tampa/St. Petersburg, Florida Area

Stock-Signal.com provided trend following "buy"​ and "sell" signals on a seven market indexes for a low annual subscription fee. This site is no longer active.

Jul 2011 - Dec 2014

Family Office Manager ♦ Problem Solver ♦ Trusted Advisor

Private Family Office

Tampa/St. Petersburg, Florida Area

Family office head for a $130 million net worth public restaurant chain family with individuals scattered throughout the Eastern U.S.

May 1995 - May 2002

Managing Director ♦ Business Advisor

Tampa/St. Petersburg, Florida Area

Managing Director over firm providing capital market access to small to medium businesses nationwide.

Dec 1989 - Apr 1995

Supervising Senior Accountant

Indianapolis, Indiana Area

Auditor with Big 6 accounting firm. Spent time on both the audit and tax side as well as handling special procedure engagements.

May 1986 - Dec 1989
2 education records

Jeff D. education

Biomedical Engineering

Transferred to Indiana University after one year.

FAQ

Frequently asked questions about Jeff D.

Quick answers generated from the profile data available on this page.

What company does Jeff D. work for?

Jeff D. works for InTrust Advisors, Inc..

What is Jeff D.'s role at InTrust Advisors, Inc.?

Jeff D. is listed as Managing Director - A Boutique Wealth Management and Financial Planning Firm at InTrust Advisors, Inc..

What is Jeff D.'s email address?

AeroLeads has found 1 work email signal at @intrustadvisors.com for Jeff D. at InTrust Advisors, Inc..

What is Jeff D.'s phone number?

AeroLeads has found 3 phone signal(s) with area code 813 for Jeff D. at InTrust Advisors, Inc..

Where is Jeff D. based?

Jeff D. is based in Tampa, Florida, United States while working with InTrust Advisors, Inc..

What companies has Jeff D. worked for?

Jeff D. has worked for Intrust Advisors, Inc., Reborn Ministries, Inc., Messenger Films, Inc., Woodlynne Farms, and Cci - Equipping Leaders Globally.Com.

Who are Jeff D.'s colleagues at InTrust Advisors, Inc.?

Jeff D.'s colleagues at InTrust Advisors, Inc. include Wayne A. Corbitt, Cmt and Keith Hruby.

How can I contact Jeff D.?

You can use AeroLeads to view verified contact signals for Jeff D. at InTrust Advisors, Inc., including work email, phone, and LinkedIn data when available.

What schools did Jeff D. attend?

Jeff D. holds Bs, Accounting from Indiana University - Kelley School Of Business.

What skills is Jeff D. known for?

Jeff D. is listed with skills including Investments, Investment Advisory, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Estate Planning, and Asset Managment.

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