About Jeffrey McGlone
With more than 24 years of experience as a financial advisor, Jeff advises clients on wealth accumulation, preservation, and transfer strategies through the creation of individually customized wealth management and retirement planning. Jeff also provides frequent performance monitoring, personalized guidance, and periodic reviews of each client’s progress towards their financial goals. Prior to entering the financial services industry, Jeff was a leader in the telecommunications industry and worked for a Fortune 500 company tracking business operations and processing performance data analysis. As a Dayton native, he attended Wright State University and focuses on investment & lending needs for high net worth clients and business owners for the team. He and his wife, Holly, reside in Centerville, OH.
Securities Agent: NY, NE, WI, VT, MS, ME, AK, UT, OH, MN, KS, VA, TX, MI, IN, IA, DE, NJ, NC, CA, WV, TN, OR, OK, MO, NM, NH, MT, ID, CT, WY, PA, IL, FL, WA, SD, SC, MA, KY, CO, AZ, AR, MD, LA, HI, GA, AL, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 710690