Jeff Zeigler, CFP

As a dedicated Senior Vice President of Investments at Wells Fargo Financial Advisors, Jeffrey Zeigler, CFP®, is committed to providing personalized, comprehensive financial strategies designed to help clients achieve their unique investment goals. Clients can expect clear and transparent communication, disciplined investment management, and proactive, continuous support. Jeffrey emphasizes a collaborative approach, working closely with clients to ensure they understand their investment plans and feel confident in their decisions. He values a strong partnership with his clients, based on mutual trust and open communication. In return, he expects clients to be engaged in the investment planning process, providing accurate and timely information about their financial situation and goals. This collaborative effort ensures that the strategies developed are aligned with their needs and can be adjusted as life circumstances change.

Jeff seeks to offer a wide range of financial services, including comprehensive investment planning, investment management, retirement planning, estate planning strategies, risk management, and tax-efficient investing strategies. His approach involves a thorough analysis of each client's financial landscape, followed by the development of tailored strategies that encompass various asset classes and investment vehicles. By collaborating with Jeff, clients can expect a knowledgeable and trusted advisor dedicated to guiding them through every financial milestone with clarity and confidence.

I’ve been in the financial industry for almost 20 years, with nearly 10 years in the world of investments working in a support role.

My family is newer to the Dayton area, and we were born and raised in Springfield, OH.  I’m married to my husband Jon, and together we have a daughter and 3 fur children.  In my free time I enjoy being outdoors, exploring what Dayton has to offer, and I’m also an amateur artist.