Jeffrey S. vander Weele
Managing Director, Wealth Management
- Role
- Financial Advisor, Managing Director at Raymond James
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jeffrey S. vander Weele
Having navigated a variety of complex financial situations, we are committed to being a…
Experience
Financial Advisor, Managing Director
Jan 2011 — Present · Grand Rapids, MI, US
Education
Calvin University
B.A., Finance
1983 — 1987
The University of Chicago Booth School of Business
Applied Behavioral Finance Certificate
2016
The Wharton School
CIMA, Certified Investment Management Analyst
2001 — 2001
Grand Valley State University
M.B.A., Accounting and Finance
1988 — 1990
Skills
- Retirement Planning
- Wealth Management
- Investments
- Mutual Funds
- Saving for Education
- Financial Advisory
- Investment Management
- Insurance
- Series 7
- Credit
- Estate Planning
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