Jeffrey D. Wildes,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey D. Wildes, CFP®

Wildes Financial Strategies

PO Box 1479
Georgetown, SC 29442
FINANCIAL ADVISOR'S WEBSITE
(843) 485-4371

General

Jeffrey Wildes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wildes Financial Strategies in Georgetown, SC and the surrounding communities.

Financial Advisor Overview

In our approach to financial planning, you make all the difference.  For us, when it comes to helping you plan for your financial future, it's about doing the right thing for you.  So our focus isn't on plans, programs and investments alone, it's on using them - based on your unique situation - to help you achieve your goals and aspirations for the future.  We invite you to see the difference a you- focused approach to financial planning can make.

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Financial Advisor Experience

 Jeff joined Raymond James in November 2012, coming from Edward Jones where he had worked since 1999.  To help provide the best service for his clients, he has achieved his CERTIFIED FINANCIAL PLANNER (TM) designation.
A South Carolina native, Jeff attended the University of South Carolina, earned his degree in business administration and graduated magna cum laude.  He is an active member of the First Baptist Church and serves as finance committee chairman for Miss Ruby's Kids.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Investment Management, Estate Planning, Corporate Finance, Getting Divorced, Employee Benefits, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources