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Jeff Womack, Financial Advisor

FINANCIAL ADVISOR
Jeff Womack

CFP®, AAMS™
1949 State Route 59 Ste 101, Kent, OH 44240opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Healthcare Professionals
  • Entrepreneurs & Business Owners
  • Charitable Giving

About Jeff

Our team's objective is simple: Humanize investing so that your money serves your purpose, not the other way around. Our process includes identifying and tracking multiple short- and long-term goals, communicate regularly to deliver relevant information, working closely with clients' tax professionals and attorneys along with our advanced Edward Jones solutions team. This allows us to provide competent, comprehensive advice and guidance.

We work with clients across more than 12 states including:

- High net worth families with complex financial needs
- Physicians, dentists and other healthcare professionals
- Serious, long-term individual investors
- Professionals such as attorneys and accountants
- Non-profit organizations
- Small to medium-sized...

Work History

  • Edward JonesJuly 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Cleveland State UniversityMaster of Education
  • Hiram CollegeBachelor of Arts

Team Members

  • Christie Polichena
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(330) 474-1600

Fax

(844) 818-3616

Office Address

1949 State Route 59 Ste 101
Kent, OH 44240opens in a new window

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