An investment advisory representative registered to practice in California and Florida, Jeffrey Lloyd Anderson helps investors achieve financial independence as a Vice President Financial Consultant at Charles Schwab & Co Inc. Jeffrey Lloyd Anderson focuses on financial consulting and brings a 17-year track record to his work with clients, which include foundations, businesses, and families. His services also include estate planning and educational planning. He generally meets with clients in person, maximizing confidentiality.
Anderson joined Charles Schwab’s Plantation, Florida office in 2011. Previously he served as a Financial Advisor at Morgan Stanley Smith Barney, where he partnered with executives at small businesses to establish 401k retirement plans and conducted seminars for clients on asset allocation, retirement planning, and education planning.
Before joining Morgan Stanley, Anderson worked at Principal Financial Group in Miramar, Florida, where he sold annuities, life insurance, and mutual funds. He helped clients set up retirement and college savings accounts and sourced new clients via seminars, networking, and referrals.