Jeffrey Sloan

CFP®, ChFC®, CLU®
Vice President
Client Advisor

Jeff has more than 20 years of experience in the financial services sector backed by the wealth of resources and technology tools available through Alex. Brown, a division of Raymond James. He is well-versed in managing corporate, institutional and high-net-worth family relationships. As a client, you will appreciate Jeff’s client-first approach to understanding and helping to meet your financial goals.

Jeff began his career in New York with OppenheimerFunds. He then went on to work for such firms as Delaware Investments/Lincoln Financial Distributors and Merrill Lynch. Jeff joined Deutsche Bank Alex. Brown in 2011 and has since transitioned to Alex. Brown when his division was acquired by Raymond James in 2016.

Active in a variety of civic engagements, Jeff currently serves as president of the board of trustees for the Old Eagle School in Strafford, Pennsylvania. He also serves on the board and finance committee of Greener Partners, an organization focused on creating healthy communities through food, farms and education.

Jeff earned his B.S. in finance from Juniata College. He is a CERTIFIED FINANCIAL PLANNERpractitioner, a designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as a Chartered Financial Consultant and a Chartered Life Underwriter, designations awarded by The American College.

He lives in Wayne, Pennsylvania, with his wife, Tracey, and their three sons.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.