Jeffrey Stern

Q: What is Jeffrey Stern email address?

Email Jeffrey Stern at jeffstern@yahoo.com and jeffrey.stern@raymondjames.com. This email is the most updated Jeffrey Stern email found in 2026.

Q: How to contact Jeffrey Stern?

To contact Jeffrey Stern send an email to jeffstern@yahoo.com or jeffrey.stern@raymondjames.com. If you want to call Jeffrey Stern try calling on +18506120067 and +18509020711. (updated on September 13, 2024)

Senior Vice President of Wealth Management at Raymond James | Sarasota, Florida, United States

About Jeffrey Stern

Jeffrey Stern currently serves as Senior Vice President of Wealth Management at Raymond James, where he leverages over two decades of experience in the financial industry to deliver tailored investment strategies and comprehensive financial solutions. His journey began in 1999 as a fourth-generation financial consultant with Robinson Humphrey, a subsidiary of Smith Barney, where he honed his skills in equities, portfolio management, and investment advisory. This diverse background has equipped him with a holistic approach to wealth management, enabling him to effectively address the unique financial needs of both individuals and businesses.

At Raymond James, Jeffrey is actively involved in key projects that focus on enhancing client engagement and optimizing investment performance. He is known for his strategic insights in asset allocation and his ability to navigate complex financial landscapes, particularly in areas such as mergers and acquisitions. His commitment to new business development and client education has positioned him as a trusted advisor, helping clients make informed decisions that align with their long-term financial goals.

Jeffrey's expertise extends to various facets of financial services, including business strategy and investment management, making him a valuable resource for clients seeking to grow and protect their wealth. His dedication to fostering lasting client relationships is evident in his personalized approach, ensuring that each client receives the attention and guidance necessary to thrive in today’s dynamic market. As he continues to expand his influence at Raymond James, Jeffrey remains focused on delivering exceptional service and innovative solutions that empower clients to achieve financial success.

Jeffrey Stern Work

Senior Vice President of Wealth Management at Raymond James in April 2021 to Present

Financial Advisor at Robert W. Baird & Co. in September 2013 to April 2021

Financial Consultant at Salomon Smith Barney in June 1999 to July 2006

Jeffrey Stern Skills

Equities

Wealth Management

Strategic Financial Planning

About Jeffrey Stern's Current Company

Raymond James

Discover more about Raymond James

Frequently Asked Questions about Jeffrey Stern

What is Jeffrey Stern email address?

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

What is Jeffrey Stern phone number?

Jeffrey Stern phone number is +18506120067 and +18509020711.

How to contact Jeffrey Stern?

To contact Jeffrey Stern send an email to [email protected] or [email protected]. If you want to call Jeffrey Stern try calling on +18506120067 and +18509020711. (updated on September 13, 2024)