Jeffrey D. Reynolds "Jeff"

Senior Vice President, Wealth Advisor, Portfolio Management Director

Contact Me
Jeffrey D. Reynolds

MY MISSION STATEMENT

Excellence in helping clients like you with your personalized investment and financial strategies

My Story and Services

About Me

Jeff is a third generation Financial Advisor with over two decades of experience.  
His primary areas of focus are in the areas of Private Banking, Business/Personal Lending and Wealth Management.
The client centric approach focuses on client assets and liabilities for a select group of affluent families, endowments and corporations.
Jeff has earned Morgan Stanley’s certification of Wealth Advisor.
Jeff is also a member of Morgan Stanley’s  President’s Club and Masters Club.
Jeff earned his BA in Finance from the University of South Florida.
He currently is a board member of the USF’s Muma College of Business Dean’s Council and Boys Scouts of America.
Jeff is also a past president and board member of The Rotary Club of Brandon, USF Athletic Association,  Brandon Chamber of Commerce, Brandon Community Foundation and Hillsborough County Hospital Authority.
Jeff and his wife Patty live in Brandon, FL. They have been married for 28 years, and have one son (Jason), one daughter (Jessica), and their beloved dog Oreo.

Access to Private Banking >

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Corporate Bonds
  • Corporate Cash Management
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Estate Planning Strategies
  • Executive Benefit Services
  • Executive Financial Services
  • Financial Planning
  • Lending Products
  • Taft-Hartley Plans
  • Trust Accounts

Securities Agent: AL, AZ, CA, CO, FL, GA, IL, KY, MD, MI, NC, OH, PA, SC, TN, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1262321


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Experience

Experience

Jeff is a third generation Financial Advisor with over two decades of experience.

Education

Education

  • Jeff earned his BA in Finance from the University of South Florida.

Client Service Team

Client Service Team

Nicole LeBaron

Registered Associate


Awards

Awards

  • Director's Club
  • Century Club Member

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Ready to start a conversation? Contact Jeffrey D. Reynolds "Jeff" today.

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