Jeff Zeigler, CFP

Senior Vice President - Investments, Senior Financial Advisor

Investment Philosophy

Jeff believes in a holistic investment philosophy that integrates comprehensive financial planning with disciplined investment management. He prioritizes a deep understanding of each client's unique financial situation, risk tolerance, and long-term objectives, ensuring that every investment decision aligns with their broader financial goals. Jeff focuses on investing in top companies across various industries, emphasizing those with strong dividends and cash flows to provide both stability and growth potential.

Additionally, Jeff emphasizes the importance of diversification across different asset classes to manage risk and help enhance returns. He stays abreast of the latest market trends, regulatory changes, and innovative financial products to provide clients with cutting-edge advice and solutions. We believe this proactive approach, coupled with regular portfolio reviews and adjustments, ensures that clients remain on track to achieve their financial aspirations, regardless of market conditions.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (CA, CO, FL, GA, IL, IN, KS, KY, LA, MD, MI, MO, MT, NH, NM, OH, PA, SC, SD, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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