#47 - Serving People in the Accumulation Phase - Jeff McDermott

Only Fee-Only · May 3, 2023 · 32m

Jeff's Bio:

While my interest in personal finance dates back to grade school “stock picking” assignments and investment fundamentals senior projects in high school, my career helping individual investors began in 2003. After spending time managing a branch office for a large online brokerage firm, I joined one of the nation's largest retirement plan providers as an advisor providing comprehensive financial planning advice for high net worth clients.

I received a bachelor's degree in finance and an MBA both from the University of Central Florida. In 2016 I completed the requirements to earn…