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Freedom Advisory® LLC Present Our Newest Member Thumbnail

Freedom Advisory® LLC Present Our Newest Member

Jeff Clark, CFP® 

Puerto Rico, 03/22/2021 – Freedom Advisory® LLC welcomes Jeff Clark as a Financial Advisor to further service the South Florida region clients. As the newest member of our wealth management team, we are confident that he will strengthen our capabilities, deepen our collective knowledge, and provide clients with the highest level of service. 

 “We’re excited to have Jeff on board to lead and further develop relationships in the South Florida region, based at the Fort Lauderdale Branch. As an accomplished industry veteran with an extensive background in investment management, financial and estate planning will be a great addition to our team and offering” Said Eduardo Ramos, Managing Director

About Jeff

Jeff Clark CFP® is an enthusiastic Financial Advisor with extensive experience in all facets of investments, taxes, financial, estate planning, and relationship management. 

He is highly qualified, having worked over the last decades in a similar capacity with wealth management firms, where he gained invaluable expertise. He brings a sincere passion for helping clients reach their financial goals and the professionalism you expect from us. Jeff holds an MS in Engineering Management with a Certificate in Business from the University of Florida and is a Certified Financial Planner™ practitioner. 

About Freedom Advisory® 

Freedom Advisory®, LLC is a fee-only, SEC-registered investment advisor empowering clients to achieve their financial goals by offering unbiased wealth management services with an unwavering fiduciary duty and transparency, founded in 2008. 

 For more about Freedom Advisory®, visit www.freedom-advisory.com