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Jeff Roth, Financial Advisor

FINANCIAL ADVISOR
Jeff Roth

1 E Main St, Avon Park, FL 33825opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Wealth Strategies

About Jeff

My primary goal is to understand what is important to you and make it central to our relationship. I strive to partner with you, and the other professionals you rely on, in giving ethical, competent financial guidance. I believe my talents can be used in equitable ways for those I have been given the privilege to serve. Life takes strategy as we each have a distinctive path in life. I will create a blueprint through an established process which focuses on your track.

My ideal client is someone who is honest in sharing what makes their life satisfying so we can...

Work History

  • Edward JonesAugust 2015 to Current

Education

  • Webster UniversityMaster of Arts
  • Webber International UnivBachelor of Business Admin

Personal Interests

  • Backpacking
  • Volunteering
  • Traveling
  • Outdoor Enthusiast

Team Members

  • Sue Walker
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(863) 453-3473

Fax

(888) 836-4746

Office Address

1 E Main St
Avon Park, FL 33825opens in a new window

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