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Jeffrey W
CFP®, Series 63, Series 66
Georgetown, SC
Wildes Financial Strategies, Inc
Jeffrey Wildes is a CFP® professional with 26 years of industry experience, currently serving at Wildes Financial Strategies, Inc. since 2012. He previously worked with Raymond James Financial Services from 2012 to 2017. Outside of advising, he co-manages a family-owned property through a partnership. Wildes Financial Strategies provides investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm manages approximately $117 million in discretionary assets across about 360 client accounts and sponsors its own wrap-fee program, employing a mix of technical and fundamental analysis along with modern portfolio theory in client portfolio management.
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