Jeff Waller

Jeff Waller Email and Phone Number

Financial Advisor @ Summit Financial Group, Inc.
Dallas, TX, US
Jeff Waller's Location
Dallas, Texas, United States, United States
Jeff Waller's Contact Details
About Jeff Waller

Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.5420 LBJ Freeway, Suite 1940, Dallas, TX 75240(800) 475-0991 ext. (2236)

Jeff Waller's Current Company Details
Summit Financial Group, Inc.

Summit Financial Group, Inc.

View
Financial Advisor
Dallas, TX, US
Website:
yoursummit.com
Employees:
136
Jeff Waller Work Experience Details
  • Summit Financial Group, Inc.
    Financial Advisor
    Summit Financial Group, Inc.
    Dallas, Tx, Us
  • Summit Financial Group, Inc.
    Sales Executive
    Summit Financial Group, Inc. Jan 2024 - Present
    Dallas, Texas, United States
    At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients. Together we are a team! We advise. We consult. We assist. We help meet our client's expectations. We build relationships and help our clients achieve their goals.
  • Summit Financial Group, Inc.
    Financial Advisor
    Summit Financial Group, Inc. Jan 2024 - Present
  • Epic Insurance Group Llc
    Life & Property Casualty Agent
    Epic Insurance Group Llc Feb 2023 - Jan 2024
    Texas, United States
  • Voya Financial
    Regional Sales Consultant
    Voya Financial Mar 2022 - Jun 2023
    United States
  • Allstate
    Personal Financial Representative
    Allstate Apr 2019 - Mar 2022
    Texas, United States
  • Vertical Advantage Solutions
    President
    Vertical Advantage Solutions Feb 2018 - Apr 2019
    Dallas/Fort Worth Area
  • Edward Jones
    Financial Advisor
    Edward Jones Mar 2015 - Mar 2018
    Dallas Texas
  • Atx Premier Company
    National Sales Director
    Atx Premier Company Dec 2011 - Mar 2015
    Dallas/Fort Worth Area
  • Santa Fe Auto Mga
    Regional Sales Director
    Santa Fe Auto Mga Dec 1997 - Dec 2011
    Texas

Jeff Waller Skills

New Business Generation Sales And Marketing Leadership Property And Casualty Insurance Life And Health Insurance Licenses Strategic Planning Training And Development Life Insurance Retirement Planning Account Management General Insurance Microsoft Office Insurance General Management Wealth Management Financial Services

Jeff Waller Education Details

Frequently Asked Questions about Jeff Waller

What company does Jeff Waller work for?

Jeff Waller works for Summit Financial Group, Inc.

What is Jeff Waller's role at the current company?

Jeff Waller's current role is Financial Advisor.

What is Jeff Waller's email address?

Jeff Waller's email address is jd****@****hoo.com

What schools did Jeff Waller attend?

Jeff Waller attended University Of North Texas.

What are some of Jeff Waller's interests?

Jeff Waller has interest in Politics, Education, Disaster And Humanitarian Relief.

What skills is Jeff Waller known for?

Jeff Waller has skills like New Business Generation, Sales And Marketing Leadership, Property And Casualty Insurance, Life And Health Insurance Licenses, Strategic Planning, Training And Development, Life Insurance, Retirement Planning, Account Management, General Insurance, Microsoft Office, Insurance.

Who are Jeff Waller's colleagues?

Jeff Waller's colleagues are Jerry Endsley, Dharunya Balakrishnan, Mckenzie Berry (Ball), Della Taddeo, Molly Marten, Shelby Robertson, Jen Wright.

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