Jeffrey Cardozo CFP®
Jeff is your first point of contact for account transfers, new business, and Required Minimum Distributions (RMD) questions. He assists with online account support and is always happy to answer your important questions, and talk about what’s going on in the markets. Jeff earned a Business degree from Towson University with a concentration in Finance. He has the Series 7 and Series 66 securities registrations and became a CERTIFIED FINANCIAL PLANNER™ professional in 2018.