Jeffrey Fox, CFMC, CPFA graduated with a bachelor’s degree in Business Finance from Edinboro University of Pennsylvania. Jeff became a financial advisor with Waddell & Reed in 1999 and has spent his career with the firm, establishing a great network and a vast knowledge base, strong integrity, and years of experience with loyal investors. Jeff specializes in helping individuals and small businesses work towards pursuing their financial goals.
Recognizing that each client has individual needs, Jeff dedicates himself to understanding and appreciating each client's situation before making recommendations. He believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans. As an independent financial adviser, he is able to tailor his advice so it will always be in the best interest of each client.
Jeff grew up in Fairview PA and lives there now with his wife, Catherine and their two teenage children Stella and AJ. In his spare time, he loves to travel with his family, enjoys hunting with his brother and always has time to hang out with friends on the boat!