Jeffrey B. Clark, CFP®, CIMA®

Founder & Wealth Management Advisor

Jeff Clark brings more than three decades of experience helping families and business owners make informed financial decisions and protect what they have worked to build.

A U.S. Army veteran and graduate of St. John’s University’s School of Risk Management, Jeff combines financial planning, investment management, actuarial training and risk-management expertise in a coordinated approach to wealth management. His work focuses on helping successful families navigate the interconnected decisions surrounding retirement, investments, tax-aware planning, risk management and legacy goals.

Jeff’s interest in financial security is deeply personal. He grew up in western Pennsylvania farm country as one of seven children. His father, a World War II Purple Heart recipient, lived with significant disability, and Jeff saw firsthand how financial uncertainty can affect an entire family. Those experiences helped shape his commitment to helping clients make thoughtful decisions, prepare for risk and act as responsible stewards of the wealth entrusted to them.

Professional qualifications include:

• B.S. in Actuarial Science, with honors, from The College of Insurance, now part of St. John’s University
• Certified Financial Planner® professional
• Certified Investment Management Analyst®
• FINRA Series 7, 24, 63 and 65 registrations held through LPL Financial
• Licensed for life, disability, long-term care and variable insurance products
• LPL Financial Investment Adviser Representative and Registered Principal

Jeff resides in Trinity, Florida. Outside the office, he enjoys traveling, motorcycling and spending time with family. He also maintains a particular interest in supporting disabled veterans and their families.