Jeff W. Sellers, WMS AAMS® First Vice President, Investments
Jeff's business philosophy of providing balanced information and personal attention has served him and his clients well for over 20 years. His wealth management process incorporates diversification and risk management to help families accomplish their investing and personal goals. His extensive background in individual bonds makes him qualified to address the income needs of his clients. Jeff firmly believes a family should have their income needs met before they incur the higher risk of equities. His execution of the wealth management process is what sets him apart and has generated many satisfied clients.
Because of the extensive service he provides clients, he limits new relationships to those in which he can add value. The foundation of his practice is the discovery meeting, which helps both Jeff and any potential client determine if they are a good match. Once established, he conducts a thorough analysis of the client's needs and goals. When appropriate, he will work with the client's other trusted advisors or introduce his network of professional advisors, including CPAs, insurance specialists and estate attorneys.
Jeff is a member of the Institute of Investment Management Consulting, which is a designation that gives him advanced knowledge commensurate with institutional money management, including asset allocation, manager selection and portfolio construction. Jeff has attained the designation of Accredited Asset Management SpecialistSM through the College of Financial Planning. A longstanding member of the Financial Planning Association, he is well known for his appearances on WPTV Channel 5 as a financial expert and has been quoted in The Palm Beach Post on matters related to the economy and financial markets.
Jeff is a member of the board of governors with Big Brothers Big Sisters of Palm Beach County and serves on the board of directors of Mayacoo Lakes Country Club. A Florida native, he lives in Palm Beach Gardens and enjoys free diving and golf.
