Jeff is First Vice President/Investments and founding member of the BGR Wealth Advisory Group in Conshohocken, Pennsylvania. He began his career as a Financial Advisor at Lehman Brothers Inc. in 1989 and specializes in assisting individuals, families, and businesses in pursuing a diverse range of financial goals. As an experienced financial advisor, Jeff believes there is nothing more rewarding than building long-term relationships with clients and their families.
Jeff earned a B.B.A. in Marketing from St. Bonaventure University and holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses.
Vincent is Vice President/Investments and founding member of the BGR Wealth Advisory Group in Conshohocken, Pennsylvania. He has more than 30 years of investment industry experience. He started his career at Prudential-Bache Securities, and later worked at Morgan Stanley and Ryan Beck & Co., which was acquired by Stifel in 2007. He has spent nearly 20 years working in the Conshohocken branch.
Vincent earned a B.S. in Business Administration with a major in Marketing from Drexel University and holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses.
Prior to joining Stifel in 2016, Dorothy worked at Janney Montgomery Scott in Berwyn, Pennsylvania. She is proficient in a number of technical platforms, such as Thomson ONE Advisor, Bloomberg, Morningstar, and Microsoft Office applications.
Dorothy earned a B.A. in Interdisciplinary Social Sciences from the University of Buffalo and holds Series 7 and 63 securities licenses.