Jeffrey A. Baumert, AIF® / Partner
Managing Director - Private Account Services
Jeff Baumert joined Advisor Financial Services, LLP as a partner in June 2006. He serves the firm as the Managing Director of Private Account Services and as chairman of the investment committee. He is registered with the state of Georgia as an investment adviser representative of Advisor Financial Services, LLP. Jeff is a 1987 graduate of Virginia Polytechnic Institute and State University where he earned a B.S. in Materials Engineering. He has earned the Accredited Investment Fiduciary™ (or AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Joseph M. Katz Graduate School of Business, by completing training in investment fiduciary responsibility.
Contact Info
Email: Jeff@AdvisorLLP.com