Jeffrey Greer

Jeffrey Greer, CTFA, is a Financial Advisor at Stone Summit Wealth. With over 20 years of industry experience, Jeff’s main objective is to help his clients navigate their financial decisions through all stages of life. Jeff’s local focus is on the Wellington equestrian community, where he has created the Blue Ribbon Group at Stone Summit Wealth.
Prior to joining Stone Summit Wealth as a Managing Director, Jeff worked at a Registered Investment Advisory (RIA) firm in South Florida for eight years. He also worked for ten years at a Palm Beach-based trust company. Jeff graduated from St. Andrew’s School in Boca Raton and Brown University where he concentrated in English & American Literature. Additionally, he is a Certified Trust & Fiduciary Advisor, and holds the FINRA Series 65 license.
Jeff and his wife Stacey live in Wellington, Florida. Jeff leads an active lifestyle, playing tennis and golf and focusing on fitness. He and his wife are founding members of the Wanderers Club in Wellington.

Firm: Stone Summit Wealth, LLC

Locations: Wellington, FL

Phone Number: (561) 312-1586

Years of Experience: 22 years

Years in Current Firm: 2 years

Certifications/Designations: CTFA