Jeff D.
Investor, Entrepreneur & Wealth Advisor | Guiding Affluent Families with Strategic Planning, Capital Preservation & Legacy Stewardship
- Role
- Managing Director Strategic Wealth Advisor to Affluent Families & Legacy Builders at Intrust Advisors
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Jeff D.
At InTrust Advisors, we help affluent families, wealth creators, and legacy-minded…
Experience
Managing Director Strategic Wealth Advisor to Affluent Families & Legacy Builders
Oct 1997 — Present · Tampa/St. Petersburg, FL, US
As the Founder and Managing Director of InTrust Advisors, I lead a boutique wealth management and financial planning firm dedicated to helping affluent families, business owners, and legacy-minded individuals simplify financial complexity and make confident decisions about their future.With over 30 years of experience as an investor and entrepreneur, I’ve built InTrust Advisors to deliver strategic guidance in:Wealth Management – Disciplined investment strategies tailored to your goals and risk tolerance.Financial Planning – Customized plans for retirement, tax optimization, charitable giving, and estate planning.Family Office Services – Comprehensive support for multi-generational families, including legacy planning, philanthropic strategy, and advanced tax solutions.Our mission is to empower clients to steward their wealth with purpose, clarity, and confidence—often guided by faith-based principles that align financial decisions with personal values.We invite you to explore our latest insights and resources at:
Education
Indiana University - Kelley School of Business
BS, Accounting
1982 — 1986
Purdue University
None, Biomedical Engineering
1981 — 1982
Skills
- Business Forecasting
- Business Continuation
- Financial Planning
- Group Carve-Out Plans
- Private Family Trust Companies
- Annuity Planning
- Portfolio Management
- Private Investment
- Supplemental Executive Retirement Plans
- Individual 401(K) Advisory
- Family Office Services
- Private Placement Life and Annuity Insurance
- Key Executive Life & Disability Plans
- Securities
- Estate Planning
- Retirement Planning
- Section 162 Bonus Plans
- Tax Planning
- Asset Allocation
- Wealth Management
- Temporary CFO Services
- Business Planning
- Retirement
- Strategic Financial Planning
- Limited Capital Formation
- Asset Management
- Life Insurance Planning
- 401k Rollovers
- Asset Managment
- Family Entity Accounting
- Investments
- 401(K) Retirement Savings Plans
- Investment Advisory
- Cash Flow Planning
- Split Dollar Plans
- Board Representation
- Wealth Planning
- Hedge Funds
- Tax Work Development
- Facilitating Family Meetings
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