Jeff Dolejs
Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Jeff Dolejs
CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Advisor® practitioner, Insurance Planning Director, and Financial Advisor with The Welsh Friesen Group at Morgan Stanley. Master of Business Administration. Series 7, Series 66 and Insurance (Life, Health and Variable Contracts) licensed. NMLS#: 19•••99.
Experience
Financial Advisor
Jan 2020 — Present
2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 19•••99
Education
University of Nebraska at Omaha
Master of Business Administration, Business Administration
2016 — 2017
Yale School of Management
Wealth Management Theory and Practice, a CPWA® Certification Registered Education Program
2023 — 2023
University of Nebraska at Omaha
Bachelor of Science, Business Administration - Marketing
2011 — 2015
Skills
- Fundraising
- Marketing Strategy
- Act-on Proficiency
- Social Media
- Marketing Communications
- Leadership Development
- Leadership
- Critical Thinking
- Windsor Knots
- Microsoft Word
- Team Leadership
- Outlook
- Merchandising
- Social Networking
- Research
- Data Analysis
- Marketing
- Advertising
- Customer Experience
- Salesforce.com
- Spanish-Speaking
- Online Marketing
- Project Management
- Customer Service
- Microsoft Office
- Market Research
- Customer Satisfaction
- Teamwork
- Retail
- Public Speaking
- Time Management
- Social Media Marketing
- Microsoft Excel
- Powerpoint
- Email Marketing
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