About Jeffrey S. Weiner
As a licensed investment professional for 30 years, Jeff implements wealth management strategies for clients by concentrating on investment management, estate and retirement planning strategies.
In 2019, Jeff was recognized by Forbes Magazine as being a Best-In-State Wealth Advisor, and again in 2020.
As an alumnus of The University of Massachusetts in Amherst with a Bachelor’s degree in Finance and a minor in Economics, Jeff continues to expand his knowledge base by remaining experienced in the capital markets arena.
Jeff and his wife, Kim, have three children and live in Franklin.
"2019 & 2020 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019 & 2020). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. "
Securities Agent: SC, MI, OR, OH, NM, MS, MA, CA, VA, PA, HI, UT, TX, OK, MD, IL, GA, CT, DE, WA, TN, NH, KY, KS, FL, WY, VT, RI, NJ, CO, AL, NY, LA, IN, DC, SD, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1270271