Jeff Llewellyn (CFA, CFP®)

Planning Specialties

Jeff is responsible for advising affluent families and institutions. He functions as a trusted advisor on all matters pertaining to his clients’ financial planning and investments. His broad understanding of capital markets, taxation, insurance, and estate planning allows him to address issues critical to intergenerational wealth transfer.

Jeff's responsibilities include engineering long-term investment plans aimed specifically at achieving his clients’ stated goals. He establishes comprehensive financial planning solutions for his clients using sophisticated portfolio analysis tools. Jeff works closely with his clients’ tax and legal advisors to ensure a multi-faceted approach to wealth planning.