Jeffrey Greer, Ctfa is a Managing Director at Stone Summit Wealth, LLC at Stone Summit Wealth. He possess expertise in leadership, wealth management, investment advisory, asset managment, securities. Colleagues describe him as "Jeff's analytical skills coupled with his deep understanding of client needs made him an excellent strategist. He delivered easily executable processes for increasing market share." and "Jeff provides good knowledge and experience to his clients looking to enhance their portfolio returns. He works with an excellent group of people who "know their stuff.""