Heritage Wealth Advisors is pleased to announce Jeffrey M. Law is the new lead adivisor in its Fredericksburg office.
Jeff is the Lead Advisor with Heritage Wealth Advisors serving families in Fredericksburg, VA office. As the Lead Advisor, he works directly with high net worth individuals, families, and organizations, with responsibilities for the coordination and implementation of investment management, financial planning, and tax services for clients. Jeff tailors solutions to help clients manage and grow their assets to meet specific goals. While asking the right questions to understand his clients’ big picture, Jeff and the Heritage team think creatively to find comprehensive solutions and recommend the proper courses of action to best suit each individual family’s needs.
Prior to joining Heritage, Jeff spent over 12 years in various positions with both Fidelity Investments and Charles Schwab. Serving as a financial consultant to individual clients and a business development consultant to branch office locations from New England to south Florida, concentrating on investment strategies, financial planning and client services.
Jeff earned his Bachelor of Science degree in Business Studies with a concentration in sales and marketing from Southern New Hampshire University, and a Master’s degree in Finance also from Southern New Hampshire University. Jeff currently holds the CFP® designation, in addition to the LUTCF, CLTC, FSS, and AAI professional designations.
Most recently a resident of Naples, FL. Jeff and his family will be relocating to the Fredericksburg, VA area. When he is not working on wealth management strategies for his clients. Jeff and his family enjoy traveling and spending time outdoors. Jeff is a big hockey fan and welcomes the opportunity to take in an NHL game any chance he can. A fun fact about Jeff is that in his previous career he spent almost 15 years building and maintaining golf courses across the New England area.