Jeff Stokes
Retired Wealth Management Leader
- Role
- Senior Director and Market Leader at Bny Wealth
- Location
- Winter Park, FL, US
- LinkedIn followers
- 500 followers
About Jeff Stokes
Experienced Senior Director with a demonstrated history of working with corporate…
Experience
Senior Director and Market Leader
Feb 2017 — Present · Winter Park, FL, US
Tapped to open a newly formed office for BNY Mellon Wealth Management in Winter Park, Florida. Responsible for growing the market and leading a team of wealth management professionals serving high net worth families in Florida. Areas of practice include banking and lending, investment management, fiduciary, philanthropic as well as family education and governance services.
Education
University of Central Florida
Business, Finance
1978 — 1982
The Wharton School
U.S. Trust Accelerating Growth Program
2015
National Trust School Northwestern University
Trust
Skills
- Investment Management
- Wealth Management Services
- High Net Worth Individuals
- Series 7
- Wealth
- Asset Management
- Business Development
- Wealth Management
- Investment Strategies
- Alternative Investments
- Asset Allocation
- Investment Advisory
- Hedge Funds
- Portfolio Management
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