Jeffrey Lloyd Anderson
Vice President Financial Consultant in South Florida
About Jeffrey Lloyd Anderson
Jeffrey Lloyd Anderson is an experienced South Florida-based financial consultant and current vice president with Charles Schwab. He is also the winner of the 2014 Chairman's Club designation with Charles Schwab. Prior, Jeffrey Lloyd Anderson spent several years as a financial services representative with the Principal Financial Group in Miramar, Florida. There, he sold in excess of $700,000 in mutual funds and annuities, as well as opened a significant number of new IRA account and performed a number of IRA rollovers. In addition to assisting clients with all stages of the college planning process, Jeffrey Lloyd Anderson sought out new business through various means, including networking, referrals, seminars, and cold calling.
Subsequent to his position with the Principal Financial Group, Jeffrey Lloyd Anderson joined Morgan Stanley Smith Barney in Fort Lauderdale, Florida, where he served as a financial advisor. In this capacity, he met with clients and helped them to plan for their financial futures as well as advised on the most effective financial instruments, which often included fixed-income vehicles, mutual funds, equities, unit trusts, and more. Continuing in his commitment to develop new business, he also conducted regular meetings with C-level executives and board members regarding their employee retirement plans.