Jeff Little
Director of Wealth Management at Sun Financial Group | Toledo, Ohio, United States
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As the Director of Wealth Management at Sun Financial Group, Jeff Little has established himself as a transformative leader in the financial services industry. With a keen focus on client-centric strategies, he has successfully spearheaded a comprehensive turnaround of the wealth management program, leading to remarkable enhancements in both performance metrics and client satisfaction. Under his guidance, the program has not only exceeded revenue and production goals but has also been repositioned for sustainable growth in an increasingly competitive market.
Jeff’s expertise lies in developing innovative financial strategies tailored to meet the unique needs of each client, ensuring long-term stability and exceptional results. His consultative approach encompasses a wide range of services, including investment management, retirement planning, and risk assessment, allowing clients to navigate their financial journeys with confidence. By fostering a culture of collaboration and continuous learning among his team of advisors, Jeff has cultivated a high-performing environment that prioritizes professional development and mentorship.
In addition to his strategic vision, Jeff’s skills in marketing strategy, project management, and sales management have been instrumental in driving business growth and enhancing client loyalty. His ability to build and lead teams has not only contributed to the success of the wealth management program but has also positioned Sun Financial Group as a trusted partner in the financial landscape. With a commitment to excellence and a passion for empowering clients, Jeff Little continues to redefine the standards of wealth management, ensuring that Sun Financial Group remains at the forefront of the industry.
Director of Wealth Management at Sun Financial Group in July 2023 to Present
AVP Private Client Financial Advisor at Citizens Securities, Inc. in September 2022 to July 2023
Wealth Management Advisor at Skylight Financial Group in January 2022 to September 2022
Dedicated Relationship Banker at Huntington National Bank in January 2021 to December 2021
Personal Financial Representative at Allstate Financial Services, LLC in December 2017 to January 2021
Financial Services Professional at MassMutual in August 2016 to December 2017
Director of Retail Banking & Investments at Sterling Bank and Trust in September 2013 to April 2016
Branch Manager at Sterling Bank and Trust in May 2012 to September 2013
VP Bank Manager at Bank of America in February 2006 to May 2012
Personal Banker at Bank of America in October 2004 to February 2006
Store Manager at Pet Food Express in December 2002 to October 2004
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Marketing Strategy
Investment Strategies
Microsoft Office
Holistic Financial Planning
Staff Development
ChatGPT
Analytical Skills
Loan Origination
Wealth Management Services
Financial Advisory
Insurance
Python (Programming Language)
Banking
Retail Banking
Loans
Sales
Sales Management
Consumer Lending
Customer Service
Mortgage Lending
Business Development
Coaching
Management
Cross Selling
Team Building
Strategic Planning
Word
Team Leadership
Editing
Customer Satisfaction
Mortgage
Writing
Customer Experience
Mentoring
Relationship Management
Leadership
Commercial Banking
Investments
Financial Services
Project Management
Strategy
Strategic Partnerships
Financial Planning
Permanent Life Insurance
Life Insurance
Long Term Care Insurance
Executive Compensation Planning
Securities
Employee Benefits Design
Disability Insurance
Finance
Equities
Credit
Portfolio Management
Investment Advisory Services
Business Analysis
Alternative Investments
Investment Management
Employee Training
Private Banking
Mutual Funds
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Discover more about Sun Financial GroupWhat is Jeff Little email address?
Email Jeff Little at [email protected] and [email protected]. This email is the most updated Jeff Little email found in 2026.
What is Jeff Little phone number?
Jeff Little phone number is +15104352000 and +15106984913.
How to contact Jeff Little?
To contact Jeff Little send an email to [email protected] or [email protected]. If you want to call Jeff Little try calling on +15104352000 and +15106984913.
What is Jeff Little net worth?
Jeff Little has an estimated net worth of $375,000 to $499,999
What company does Jeff Little work for?
Jeff Little works for Sun Financial Group
What is Jeff Little's role at Sun Financial Group?
Jeff Little is Director of Wealth Management
Jeff Little Email Addresses
Jeff Little Phone Numbers
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