Managing Director
Current
Stone Summit Wealth
Mar 2022 - Present
AeroLeads people directory · profile
Jeffrey Greer, Ctfa Email & Phone Number
Managing Director at Stone Summit Wealth, LLC
at
Stone Summit Wealth
1 work email found
@hightoweradvisors.com
3 phones found area 561
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Stone Summit Wealth
Role
Managing Director at Stone Summit Wealth, LLC
Location
Miami-Fort Lauderdale Area, United States, United States
Who is Jeffrey Greer, Ctfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jeffrey Greer, Ctfa is listed as Managing Director at Stone Summit Wealth, LLC at Stone Summit Wealth, based in Miami-Fort Lauderdale Area, United States, United States. AeroLeads shows a work email signal at hightoweradvisors.com, phone signal with area code 561, and a matched LinkedIn profile for Jeffrey Greer, Ctfa.
Jeffrey Greer, Ctfa previously worked as Managing Director at Stone Summit Wealth and Managing Director at Stone Summit Wealth. Jeffrey Greer, Ctfa holds A.B., English & American Literature from Brown University.
Company email context
Email format at Stone Summit Wealth
This section adds company-level context without repeating Jeffrey Greer, Ctfa's masked contact details.
*@hightoweradvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jeffrey Greer, Ctfa. Compare company email patterns before reaching out.
Profile bio
About Jeffrey Greer, Ctfa
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.""
Listed skills include Leadership, Wealth Management, Investment Advisory, Asset Managment, and 1 others.
Current workplace
Jeffrey Greer, Ctfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Stone Summit Wealth
7 roles
Jeffrey Greer, Ctfa work experience
A career timeline built from the work history available for this profile.
Managing Director
Stone Summit Wealth
Mar 2022 - Nov 2024
Investment Advisor
Noesis Capital Management
Dec 2013 - Mar 2022
Associate, Wisehaupt, Bray Asset Management
Asset ManagersWealth ManagersFinancial Planners
Jun 2010 - Dec 2013
Senior Vice President
Cypress Trust Company
Director of Business DevelopmentMarketing Director
Apr 2000 - Jun 2010
Channel Marketing Director
May 1998 - Apr 2000
Sales Manager
Apr 1995 - Apr 1998
2 education records
Jeffrey Greer, Ctfa education
A.B., English & American Literature
Education record
St. Andrew'S School
FAQ
Frequently asked questions about Jeffrey Greer, Ctfa
Quick answers generated from the profile data available on this page.
What company does Jeffrey Greer, Ctfa work for?
Jeffrey Greer, Ctfa works for Stone Summit Wealth.
What is Jeffrey Greer, Ctfa's role at Stone Summit Wealth?
Jeffrey Greer, Ctfa is listed as Managing Director at Stone Summit Wealth, LLC at Stone Summit Wealth.
What is Jeffrey Greer, Ctfa's email address?
AeroLeads has found 1 work email signal at @hightoweradvisors.com for Jeffrey Greer, Ctfa at Stone Summit Wealth.
What is Jeffrey Greer, Ctfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 561 for Jeffrey Greer, Ctfa at Stone Summit Wealth.
Where is Jeffrey Greer, Ctfa based?
Jeffrey Greer, Ctfa is based in Miami-Fort Lauderdale Area, United States, United States while working with Stone Summit Wealth.
What companies has Jeffrey Greer, Ctfa worked for?
Jeffrey Greer, Ctfa has worked for Stone Summit Wealth, Noesis Capital Management, Hightower, Cypress Trust Company, and Mci.
How can I contact Jeffrey Greer, Ctfa?
You can use AeroLeads to view verified contact signals for Jeffrey Greer, Ctfa at Stone Summit Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jeffrey Greer, Ctfa attend?
Jeffrey Greer, Ctfa holds A.B., English & American Literature from Brown University.
What skills is Jeffrey Greer, Ctfa known for?
Jeffrey Greer, Ctfa is listed with skills including Leadership, Wealth Management, Investment Advisory, Asset Managment, and Securities.
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