Jeffrey Sloan,
CFP®, AIF®, ChFC®, CLU® Vice President Client AdvisorJeff has over 30 years of experience in the financial services sector, working with both institutions and individuals. He leverages his expertise along with the extensive resources and tools available through Alex. Brown, a division of Raymond James & Associates. Jeff specializes in managing relationships with corporate clients and high-net-worth families.
Jeff began his career in New York with Oppenheimer Funds and has since worked with Delaware Investments/Lincoln Financial Distributors and Merrill Lynch. He joined Deutsche Bank Alex. Brown in 2011, transitioning to Alex. Brown when the division was acquired by Raymond James in 2016.
Jeff is deeply committed to supporting nonprofit organizations and community initiatives. He currently serves on the board of the Allen Bass Fund, which provides camp scholarships for underprivileged children. Previously, Jeff held the position of President of the Trustees of Old Eagle School, a historic landmark, where he led preservation efforts and community engagement. He also served as treasurer and executive committee member of Greener Partners, an organization dedicated to fostering healthier communities through food, sustainable farming and educational programs. Jeff's passion for making a positive impact continues to drive his professional and philanthropic endeavors.
Jeff holds a B.S. in finance from Juniata College. He is a Certified Financial Planner® practitioner, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he is an Accredited Investment Fiduciary®, a professional certification awarded by Fi360, and holds the Chartered Financial Consultant® and Chartered Life Underwriter® designations from The American College.
Jeff resides in Berwyn, Pennsylvania, with his wife, Tracey, and their three sons.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
