Our Advisors
At Jefferies, our focus is our clients.
Our tenured advisors have the experience and sophistication to leverage the very best of our unique registered investment advisory services with the global institutional brokerage and investment banking capabilities of Jefferies.
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Castaldo-Egan Team
We utilize our combined 50+ years of investment knowledge and experience to provide a comprehensive financial/investment plan to suit the needs of the individual client.
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Team Constant
Each client relationship is unique, and we bring our core expertise to assist our clients to achieve their financial objectives.
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The Betances/Smit Group
Our focus to help clients achieve their unique goals and feel confident and connected about their financial future is at the core of our business. We offer bespoke advice, product, and strategy to be a best-in-class partner.
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The Brabant-Wood-Pirrello Team
We are intimately familiar with the challenges of managing wealth and believe financial advice is about having a unique plan that is customized to reflect your goals beyond just finances.
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The David Gross Wealth Management Team
Our team specializes in quality investment solutions for institutional-level clients including Family Offices; and Founder, Owners, and Executives experiencing significant liquidity events.
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The Durkin Team
Personalized service you would expect from a small wealth management boutique while backed by the global resources of Jefferies Financial Group. Jefferies is a diversified financial services company engaged in investment banking, capital markets, asset management, and direct investing.
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The Fals Team
Navigating your financial future together with unmatched expertise and tailored strategies for every client.
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The Fisher Group
We are a well-known and recognized service provider displaying consistent excellence in dealing with the local financial communities.
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The Hall Team
Our focus is highly customized, specific investment and advisory solutions for executives and entrepreneurs.
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The Milititsky-Estefano Team
Experience the benefits of an experienced team and a truly client-focused open platform at Jefferies.
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The Morgan McLanahan Team
We seek to help clients navigate complexities of wealth management and deliver personalized solutions.
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The Platt Team
We understand the unique needs of ultra-high-net-worth clients and are well-prepared to help them protect the wealth they have created while generating income.
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The Schiciano-Rinkov Team
We focus on serving the unique needs of high-net-worth public and private companies, corporate executives, entrepreneurs and their families by providing them with institutional access to the full spectrum of global resources.
Check the background of Jefferies LLC or one of its investment professionals on FINRA’s BrokerCheck