Jeffrey T.

President at TFG Private Wealth Management

Columbia, Maryland, United States

About

As the Founder and President of TFG Private Wealth Management I oversee the day to day operations of our firm. Additionally, I personally work with and manage the finances of a select group of high net worth individuals as well as small business owners. With a client focused approach I insure that we customize the planning process to fit each client and their individual needs, goals, and objectives. As an MDRT qualifier and member I've established myself among the leaders in the Financial Services Industry. In addition, as a Registered Representative and Investment Advisor Representative at Equitable Advisors LLC a financial services company, I work with a leader in financial protection and wealth management.

Experience

  • President at TFG Private Wealth Management
    Jun 2020 - Present · 6 yrs 2 mos

  • Managing Partner at Licentia Financial, LLC
    Jun 2006 - Jun 2020 · 14 yrs 1 mo

  • General Manager at Banana Republic / Gap Inc.
    1996 - 2006 · 10 yrs

    General Manager and trainer for high end division of Gap Inc. Targeting the 20-50 year old market with contemporary yet conservative everyday apparel.

  • Sales Manager at Granton Marketing
    May 1992 - Jun 1996 · 4 yrs 2 mos