Jeb S. Zoller,  CFP<sup>&reg;</sup> - Financial Advisor

Jeb S. Zoller, CFP®

Investment Advisor Representative /Agent

DaVinci Financial Designs, LLC

3200 Devine St, Ste 200
Columbia, SC 29205
(800) 443-2104
(803) 741-0134

General

Jeb Zoller is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DaVinci Financial Designs, LLC in Columbia, SC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: SC
  • Health/disability insurance: SC
  • Property/casualty
  • Fixed annuities: SC
  • Variable annuities: SC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes

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