Jeffrey M. Smith Email & Phone Number

Since 1989, Jeff has been helping affluent Individuals, families, and business owners develop customized long-term wealth management strategies. He is committed to providing clients with the highest level of professionalism and personal service. Jeff takes a client-centric approach by listening carefully to you, the client. In order to gain a better understanding of your personal objectives and goals, Jeff will have an open discussion to gain insight on the following topics:Current Investment risk levelTime horizon, liquidity needs and objectivesYour past investment experienceWhen would you like to retire?Higher Education fundingAnnual 401k contributions and employer matchEstate planning strategies With a clear understanding of your goals and objectives Jeff can help you create a wealth management strategy customized to help meet your family's aspirations. Working with the extensive resources of Wells Fargo Advisors, He can help you manage your assets with a range of traditional brokerage accounts or professionally managed fee based accounts. His clients have access to premier professional money managers and mutual funds. Advisory programs may not be appropriate for all individuals. For those seeking reliable income, he can help build custom fixed income portfolios.Jeff has been part of the Berks County community for most of his life. Giving back to the community, He volunteers his time to the Hawk Mountain Boy Scout Council, working on their Annual Spring Golf Outing.He and his wife, Melanie, live in Exeter Township with their two children, Jake and Gabby. Jeff enjoys playing golf, racquetball, traveling, attending sports events, and walking our Bernedoodle Boo.CA Insurance License Number 4197512. Resident State: PA.This information is intended for use by residents of AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MI, MN, MO, NC, NJ, NY, PA, SC, SD, TN, TX, VA, VT, and WA only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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  Shippensburg University Of Pennsylvania

  Economics