Jeffrey J. Fero, II, CFP^®

Office MacGuyver & Paraplanner

I joined my mother’s practice in 2016 because I saw how much peace of mind she brought to families during difficult transitions—and I wanted to be part of that mission. As someone who recently earned my CFP® designation, I bring fresh perspectives while honoring the family-first values that define our firm.

My role is making your financial life easier, especially when it comes to technology. I know many of our clients feel overwhelmed by online portals, digital documents, and new systems. That’s where I come in—I’m here to patiently walk you through any technology challenges, making sure you feel confident accessing your accounts and information whenever you need it.

Having grown up in South Florida and now working alongside my mother, I understand the importance of treating every client like family. When you call our office, you’re likely to hear my voice, and I’ll make sure your questions are answered and your needs are met—no matter how big or small.

Outside the office, you’ll find me on Charlotte Harbor enjoying our beautiful coastal lifestyle through boating and fishing. I love golfing (I’m getting better at it) and traveling up to my grandparents’ place in Western New York to enjoy the peace and quiet.

How I Support You:

• Simplify technology so you can easily access your accounts
• Help ensure smooth operations so you always feel taken care of
• Update our processes and tools to offer high-touch services
• Bring fresh insights while maintaining our family approach