Jeff Gelais
Director of Financial Planning @Everoak Wealth Co
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WORK HISTORY
Director of Financial Planning @Everoak Wealth Co
Customized Financial Planning & Investment ManagementEndowments, Foundations, & Corporate Asset ManagementRetirement Plan ConsultingBusiness Exit PlanningTax Strategy & PlanningRegistered representative and investment advisor representative of Cetera Advisor Networks LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. EverOak Wealth Co. is independently owned and operated.
EDUCATION
United States Military Academy at West Point
Bachelor’s Degree, Economics
SKILLS
ABOUT JEFF GELAIS
Advancing your financial health so you can boldly pursue your purpose.\" It’s our…
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