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Jeff Dye, CFP®

Advisor

Phone: (610) 719-8600 Ext. 152

Email: jdye@legacy-online.com

Experience

Jeff is an advisor with Legacy Planning Partners, providing expert guidance to individuals, families and business owners as they navigate their unique life challenges.  Jeff specializes in clearly demonstrating the potential impact in a wide spectrum of critical financial decisions on a client’s long term financial goals.  His perspective and experience instills confidence so that clients may act decisively.  Whether it’s helping a business owner plan their exit, optimizing an estate plan with a charitable gifting strategy or allocating capital in uncertain markets, Jeff and Legacy excel at finding solutions and guiding clients through complicated situations.

Background

Jeff holds a degree in Economics from the University of Maryland and began his financial services career in 2005 with a Washington, DC based investment manager. He has earned a Certificate in Financial Planning from Georgetown University and holds the CERTIFIEDFINANCIALPLANNER™ designation.  He also serves as General Securities Principal for the firm. 

Jeff and his wife, Sarah, reside in Kennett Square, PA. Thanks to their three young sons, Spencer, Henry and Nathan, free time is a thing of the past. 

Strengths

Jeff’s key strength is his ability to understand what is most important to his clients.  He deconstructs complex issues or solutions to their most basic elements in pursuit of client goals. Jeff is deeply committed to delivering exactly what was promised, precisely when it was promised. 

Jeff Dye is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. A securities dealer and registered investment advisor. Legacy Planning Partners is independently owned and operated. DOFU 12/2016 TN 166305