Jeff Lashley's professional approach is a customized process that begins with a comprehensive financial review. He then works with you to provide you a better understanding of the financial concepts behind professional portfolio management, risk management, retirement planning, estate planning strategies, and wealth preservation. Jeff will work also in conjunction with external tax and legal advisors to assist you in pursuing your overall financial goals.
After graduating from Pittsburgh State University with a Bachelor's degree in Finance, Jeff began working in the financial services industry in 1994, and held positions at Merrill Lynch, UBS Paine Webber, and Morgan Stanley. In 2005 Jeff started Lashley Wealth Management Inc, affording himself the pleasure of working more independently and with his clients' best interests as his top priority.
With more than 25 years of experience in the financial services industry, Jeff utilizes that experience to offer key wealth advisory services and a comprehensive service approach that seeks to exceed his clients’ expectations year after year. We are dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance.
Please get in touch with us today to learn more about how we can help you plan for your future. Jeffrey R. LashleyManaging PrincipalManaging DirectorFundamental Choice Portfolio Manager
(941) 952-5444 Office
(913) 338-2400 Moblie[email protected]