Jeff Little Email & Phone Number

Jeff Little

Director of Wealth Management at Sun Financial Group | Toledo, Ohio, United States

Jeff Little Socials
About Jeff Little

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.

Jeff Little Work
1 experience icon

Director of Wealth Management at Sun Financial Group in July 2023 to Present

2 experience icon

AVP Private Client Financial Advisor at Citizens Securities, Inc. in September 2022 to July 2023

3 experience icon

Wealth Management Advisor at Skylight Financial Group in January 2022 to September 2022

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Jeff Little Skills

Marketing Strategy

Investment Strategies

Microsoft Office

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About Jeff Little's Current Company
Frequently Asked Questions about Jeff Little

What 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

Email Jeff Little at [email protected] and [email protected]. This email is the most updated Jeff Little email found in 2026.

Jeff Little Phone Numbers

Jeff Little phone number is +15104352000 and +15106984913.
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