Jeffrey joined Lawton Partners in July of 2014 with over 20 years of experience in the financial services industry. He is knowledgeable in investment products, securities, mutual funds and insurance products. His experience as a Securities Trader with one of the largest full-service investment banks in North America for over 10 years is an asset to the team. He has gained strong analytical and problem solving skills through all of his work experience in client services, administrative and back office support.
Jeffrey’s extensive knowledge assists with management of client accounts and maintaining strong client relationships.
Jeffrey has a Bachelor of Science Degree in Commerce, with a major in Accounting. He holds his life insurance and mutual funds licenses, and is currently working towards his CERTIFIED FINANCIAL PLANNER® designation.