Jeff Ritchey Email and Phone Number

We’ve learned through our 4 Pillars Age Wave study that families value most: health, friends and family, purpose, and financial security. Utilizing this knowledge, our team strives to add value by discovering your unique expectations and concerns to define your personal goals. We then work together to create strategies to accomplish your goals. The last component of how we add value is through the execution of these strategies in a comprehensive manner to help ensure positive outcomes for you and your family. Because life is always changing, our team will review, adjust, and update your goals and strategies on a timely basis.Lisa Bass, FPQP®, and Susan Huebner, FPQP®, both earned the Financial Paraplanner Qualified Professional® designation in 2023. Lisa joined me in opening our branch in 2000, and Susan joined our team in 2013. Both are long time Volusia County residents. They are responsible for the administrative aspects of your financial strategies. Devon Bennion joined us in 2023 and is responsible for supporting the creation and execution of your portfolio strategies and maintenance. Devon is originally from Utah. He and his family now live in Lake Mary, Florida. I began our Edward Jones branch in 2000. I became a limited partner in 2005, asked to serve as a Regional Leader in 2015, and was named a principal in 2018. I earned the CERTIFIED FINANCIAL PLANNER™ or CFP® certification in 2005 and the Certified Exit Planning Advisor® or CEPA® marks in 2022. My key responsibility to you is the overall creation, execution, and administration of your financial strategies. Our team’s focus is to deliver positive outcomes for you and your family.Debbie and I have called Central Florida home for most of our lives. We have two adult children, Greg and Lisa. We value our community and support health and wellness initiatives, conservation, and the arts in Central Florida. I have the honor of serving on the boards of Advent Health Fish Memorial, North/Central Florida Alzheimer’s Assoc. and the Executive team for the Orlando Walk to End Alzheimer’s. Annually, we support the Audubon Society, Native Plant Society, Homegrown National Park, The Nature Conservancy and the Shoestring Theatre. We love the outdoors, and we spend much of our free time exploring beautiful natural Florida./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.