From Dreams… To Goals… To Flexibility… To Confidence
Jeff Zeigler, CFP
Email Address
Jeffrey.Zeigler@wellsfargoadvisors.comPhone Number
(937) 859-2056Toll Free
(800) 758-6061Find Me On
Professional Background
Jeffrey Zeigler is a dedicated Senior Private Client Financial Advisor with a career that began in 1996. Over nearly three decades, he has guided individuals and families through changing markets, evolving financial landscapes, and milestone life transitions. His experience allows him to provide clarity and structure in even the most complex situations, helping clients feel confident in the decisions they make.
Commitment to Clients
Jeffrey believes that successful financial advice begins with listening. He takes the time to understand each client's unique needs, values, and priorities, building long term relationships founded on trust, empathy, and open communication. His approach is warm, steady, and focused on helping clients make thoughtful, informed choices that align with the goals that matter most to them.
Areas of Specialization
As a CERTIFIED FINANCIAL PLANNER™ professional, Jeffrey specializes in goal‑focused planning — combining disciplined strategy with clear, practical guidance. His philosophy centers on helping clients avoid common pitfalls, reduce unnecessary risk, and remain aligned with their long-term objectives. Whether planning for retirement, managing wealth, or navigating major financial decisions, he provides structured, actionable direction designed around each client's life path.
Experience You Can Rely On
With nearly 30 years in the industry, Jeffrey provides perspective that only time and experience can offer. He has helped clients navigate economic cycles, major legislative changes, and shifting personal circumstances. His long-term view, helps clients stay grounded, disciplined, and focused on what truly drives success over time.
Outside the Office
Jeffery is married with a blended family consisting of four adult children. Actively engaged in community service, volunteering at Miracle Field in Springboro, Ohio. Additionally, he and his wife contribute their time to Lasagna Love, supporting families throughout the greater Dayton area.
Certificates
CFP
2026 Outlook: Trendlines over headlines
Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.
News and Insights
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Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.