Jeffry J. Weldon - J.D.*
Mr. Jeffry J. Weldon, J. D.* is a senior consultant at Strategies for Wealth. He has more than 20 years of experience in providing financial services, estate planning, retirement planning and investment services to a variety of clients and organizations. The Weldon name has been synonymous with financial services for over 40 years and Jeffry is known to his clients as a practitioner of personal financial economics.
Jeffry's passions lie with helping his client's grow and protect their wealth. Through a methodical, integrated process, he helps his clients obtain an optimal financial position, utilizing the tactical acquisition of investments, insurance, retirement and estate planning under a well-coordinated strategy.
In addition, Jeffry works with top organizations, helping them to enhance their corporate offering through corporate executive benefits. In doing so, not only does Jeffry continue to assist his clients to co-create an enriching financial future, he is a valued resource for his corporate clients seeking creative solutions to attract, retain, and reward their top employees.
Immaculate Heart Central
Catholic University of America-Bachelor of Arts, English
Columbus School of Law-Juris Doctor (Law Degree)
Strategies for Wealth-Senior Consultant, Watertown Office
Strategies for Wealth-Senior Consultant, Rye Brook Office
The Journal of Contemporary Health Law and Policy-Columbus School of Law
——Editorial Board of Volume II
Million Dollar Round Table
Sacred Heart Foundation-Past Board Member
Credo Community Center-Board Member
Hospice of The Jefferson County-Board Member
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.
*Not practicing for Guardian or any subsidiaries or affiliates thereof.