#104 - Wealth Management with Jeff Nagel

Brutally Honest Podcast

Jeff Nagel, AIF®, CRPSe, FPQPTM Financial Advisor Jeff began his career in 2011 and joined AVZ in 2015 as a Financial Advisor. He is responsible for providing personalized investment solutions to help clients work toward their long-term financial goals. He also manages client assets, develops and deepens client relationships and always works toward making his clients financial goals a reality. He has a proven track record of professional success in relationship-building skills and money management. Mr. Nagel's expertise is in the area of asset management, portfolio construction, and analysis. Prior to joining AVZ Mr. Nagel worked as a Financial Advisor for Oppenheimer & Company where he built and maintained client investment plans and provided financial planning services. Mr. Nagel received his Bachelor's degree from SUNY Farmingdale in 2015. He is an Accredited Investment Fiduciary (AIF®), Chartered Retirement Plans Specialist (CRPS®), as well as a Financial Paraplanner Qualified Professional (FPQP®). He has also passed the FINRA Series 7, 63 and 66 exams and holds a New York State Life and Health Insurance license. In 2017, Jeff became a recipient of Long Island Business News' 30 Under 30 Award, which recognizes professionals under the age of 30 who contribute to the Long Island community through public service and who have made significant strides in business. Jeff serves on the golf committees for both Mercy Haven and the Maurer Foundation. He is also a member of the Board of Directors for the Bellport Golf Club located in Bellport, New York. Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. All discussion in this show is purely for entertainment and education. Show Sponsor: http://www.dreamdancefitness.com/ Show Sponsor: https://elisemargolin.zenfolio.com Show Sponsor: https://agiledragonconsulting.com/ Support the show! Patreon: https://www.patreon.com/brutallyhonestpodcast Website: https://www.brutallyhonestpodcast.com/ Instagram & Facebook @brutallyhonestpodcast Produced by: https://www.baronmediagroup.com/