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Jeffrey C

Series 65

Incline Village, NV

Conway Partners

Jeffrey Conway is a financial advisor at Conway Partners with a Series 65 designation and three years of industry experience. Prior to joining Conway Partners, he worked in operations management at Stryker Corporation and held roles at Gauss Surgical. He is based in Incline Village, NV. Conway Partners provides wealth management, financial planning, consulting, and investment management services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and insurance companies. The firm employs diversified, asset-allocation portfolios using low-cost ETFs and third-party managers, and offers specialized services such as retirement plan consulting and held-away product advice.

Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) General tax planning General retirement planning Wealth management Founder/Business Owner
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