Jeff Nuttall

About Jeff Nuttall

Jeff Nuttall, CFP Jeff is the head of the wealth management business at ReDefine. Jeff brings to clients his extensive knowledge and experience in the areas of portfolio design, implementation, and management, as well as his deep understanding of global macroeconomic trend and investment manager analysis. Jeff has decades of experience with banking, trust, tax and estate planning services, as well as in developing customized multi-generational trust and wealth transfer plans designed to manage the impact of estate taxes while still accomplishing personal and humanitarian goals. Jeff has received numerous accolades over his 25 year career and was recognized by Barron’s Magazine as one of America’s Top Financial Advisors for six consecutive years. Jeff graduated from the University of Texas at Austin. He holds FINRA series 7, 63 (inactive) and 65 registrations, is a licensed life and health insurance specialist (inactive), and holds a Certified Financial Planner designation. Jeff lives in Colorado with his wife Angie and their daughters Maddie and Lainey. In his free time, he enjoys fishing, golfing, and hunting, and remains a loyal Longhorn fan. Investment Advisory Services offered through Integrated Advisors Network LLC (IAN) a Registered Investment Advisor. Please contact me by e-mail: j•••@redefine-wm.com or by phone at 72••••••90

Experience

1. Co-founder

   Redefine Wealth Management

   Jan 2018 — Present

Education

• College for Financial Planning

  CFP® - Certified Financial Planner

  1994 — 1995