Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif®
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Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® Email & Phone Number

Director of Planning and Research at MAI Capital Management
Location: New Castle, Pennsylvania, United States 5 work roles 4 schools
1 work email found @treloaronline.com 11 phones found area 724, 412, 216, 209, 408, and 510 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 11 phones

Work email j****@treloaronline.com
Direct phone (724) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
MAI Capital Management
Role
Director of Planning and Research
Location
New Castle, Pennsylvania, United States
Company size
456 employees

Who is Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® is listed as Director of Planning and Research at MAI Capital Management, a with 456 employees, based in New Castle, Pennsylvania, United States. AeroLeads shows a work email signal at treloaronline.com, phone signal with area code 724, 412, 216, 209, 408, 510, and a matched LinkedIn profile for Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif®.

Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® previously worked as Director of Planning & Research at Mai Capital Management and Director of Research and Planning, THWM at Treloar & Heisel. Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® holds Bachelor'S Degree from Indiana University Of Pennsylvania.

Company email context

Email format at MAI Capital Management

This section adds company-level context without repeating Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif®'s masked contact details.

*@treloaronline.com
68% confidence

AeroLeads found 1 current-domain work email signal for Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif®. Compare company email patterns before reaching out.

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Profile bio

About Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif®

Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® is a Director of Planning and Research at MAI Capital Management. He possess expertise in certified financial planner, financial advisory, investment advisory, retirement planning, qualified retirement plans.

Listed skills include Certified Financial Planner, Financial Advisory, Investment Advisory, Retirement Planning, and 1 others.

Current workplace

Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

MAI Capital Management
Mai Capital Management
Director of Planning and Research
New Castle, PA, US
Website
mai.capital
Employees
456
AeroLeads page
Company profile
View company profile Email format
5 roles · 11 years

Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® work experience

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

Managing Director- T&H Financial Group

Treloar & Heisel, Inc
Sep 2002 - 2016
Team & coworkers

Colleagues at MAI Capital Management

Other employees you can reach at mai.capital. View company contacts for 456 employees →

JB Jonathan Barna, Cfp® Jonathan Barna, Cfp® Colleague at Mai Capital ManagementAthens, Ohio, United States View → CS Caitlin Serotkin Caitlin Serotkin Colleague at Mai Capital ManagementPurcellville, Virginia, United States View → CW Christopher Watson, Cfp®, Cdfa™ Christopher Watson, Cfp®, Cdfa™ Colleague at Mai Capital ManagementBoston, Massachusetts, United States View → JN Joseph Neff, Cfp®, Cslp® Joseph Neff, Cfp®, Cslp® Colleague at Mai Capital ManagementNewmarket, New Hampshire, United States View → MM Michael Malloy Michael Malloy Colleague at Mai Capital ManagementGreater Cleveland, United States View → AM Ashley Madison Ashley Madison Colleague at Mai Capital ManagementGreater Cleveland, United States View → NG Nicholas Gardner Nicholas Gardner Colleague at Mai Capital ManagementAvon, Ohio, United States View → DM David Meador, Cepa® David Meador, Cepa® Colleague at Mai Capital ManagementLittle Rock, Arkansas, United States View → RK Ryan Keenan, Cfa Ryan Keenan, Cfa Colleague at Mai Capital ManagementGreater Cleveland, United States View → HJ Hailey Jackson, Mba Hailey Jackson, Mba Colleague at Mai Capital ManagementOlmsted Falls, Ohio, United States View →
4 education records

Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® education

FAQ

Frequently asked questions about Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif®

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

What company does Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® work for?

Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® works for MAI Capital Management.

What is Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif®'s role at MAI Capital Management?

Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® is listed as Director of Planning and Research at MAI Capital Management.

What is Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif®'s email address?

AeroLeads has found 1 work email signal at @treloaronline.com for Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® at MAI Capital Management.

What is Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif®'s phone number?

AeroLeads has found 11 phone signal(s) with area code 724, 412, 216, 209, 408, 510 for Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® at MAI Capital Management.

Where is Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® based?

Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® is based in New Castle, Pennsylvania, United States while working with MAI Capital Management.

What companies has Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® worked for?

Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® has worked for Mai Capital Management, Treloar & Heisel, and Treloar & Heisel, Inc.

Who are Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif®'s colleagues at MAI Capital Management?

Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif®'s colleagues at MAI Capital Management include Jonathan Barna, Cfp®, Caitlin Serotkin, Christopher Watson, Cfp®, Cdfa™, Joseph Neff, Cfp®, Cslp®, and Michael Malloy.

How can I contact Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif®?

You can use AeroLeads to view verified contact signals for Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® at MAI Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® attend?

Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® holds Bachelor'S Degree from Indiana University Of Pennsylvania.

What skills is Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® known for?

Jeffrey Wherry, Cfp®, Clu®, Chfc®, Aif® is listed with skills including Certified Financial Planner, Financial Advisory, Investment Advisory, Retirement Planning, and Qualified Retirement Plans.

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