Jeffrey Finlayson

About Jeffrey Finlayson

I am here to help you pursue the financial future you and your family deserve. My name is Jeffrey Finlayson and I was born and raised in Sugar Land, Texas. Growing up I observed a lot of the “Wild West” mentality of that great state. Yes, many millionaires were made overnight through the wealth of oil, gas, and ranching. However, I was taught at a young age to be successful you must have a realistic plan in place.I began my career in the financial services industry in 2013. Before joining Evershore I worked as a Private Client Relationship Manager. I assisted my clients with many things including basic banking and credit needs to more comprehensive retirement and estate planning. I have extensive experience across the board in multiple areas of money management.My greatest strength is connecting with my clients and building a well-rounded financial strategy. I believe everyone can benefit from my sincere guidance and concern regardless of their current financial status. Unique as individuals we all have the potential to leave a wonderful legacy behind for our children and grandchildren. My focus is on providing the best possible financial foundation for you, your family and the next generations to come.On a personal note, I enjoy traveling, playing golf and the occasional fishing trip in Islamorada. My wife and I reside in Davie with our 2 sons.My commitment to you is hard work, perseverance and honesty. I will treat your unique situation as if it were my own. Your financial security is my greatest priority. I look forward to working with you and sharing in your success as your financial life unfolds with great rewards.

Experience

1. Financial Advisor

   Evershore Financial Group

   Oct 2018 — Present

   Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC, a broker-dealer. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 7284 W Palmetto Park Road Ste 106 Boca Raton FL 33433

Education

• Florida Atlantic University

  Bachelor of Business Administration (BBA)

  2006 — 2009