Connect with Jeffrey
Jeff joined Watts Gwilliam in 2009. Jeff helps clients achieve their goals of attaining financial independence through Strategic Asset Allocation. Knowing that every client is different, he looks for unique, customized solutions.
Before he joined Watts Gwilliam & Company, he spent almost 10 years with Charles Schwab and Company. At Schwab, he worked with both high net worth and active-trader clients. Jeff received numerous awards for outstanding service and performance.
With Schwab Institutional, he was a relationship manager for Independent Advisors, managing client assets of more than $3 billion. While there, Jeff learned the importance of quality financial advice built on trust and integrity, and of always putting the clients’ needs first.
Jeff earned a Bachelor of Science in Finance from Arizona State University.
Away from work, you can usually find Jeff playing golf or training for his next triathlon. He is also a closet chef who enjoys the creative outlet that cooking provides. Other areas of interest include reading, movies, travel, coaching youth sports, and participating in various social and charity committees. Jeff is married and enjoys spending time with his wife. He has a stepson currently serving in the U.S. Navy.
- Helping my clients plan out their financial future, then helping them stay on track to achieving their goals.
- Helping my clients find new ways to save on taxes.
- Helping my clients identify blind spots so we can create a plan to help minimize their risks.