Our Qualifications
Jeffrey J. Severin, President
Jeff earned a Bachelor of Arts degree in Finance and an MBA. With over 20 years of experience in the financial industry, Jeff holds his Series 7, 6, 63, 65 and 24 Securities Registrations as well as licenses in Life and Health Insurance. He began his career with John Hancock Financial Services, focusing on estate planning and financial planning, managing over 100 million dollars of assets. Jeff was consistently among the top 10 of John Hancock financial planners nationally in terms of production. Jeff then joined UBS in April of 2001 as Vice President of Investments, offering his clients investment and estate planning. Jeff has opened the Severin Investments, offering Investment and Estate Planning Strategies through Wells Fargo Advisors Financial Network. For Jeff’s efforts in assisting his clients and production, he was awarded with memberships in John Hancock's Pinnacle Club (1996-2000), Million Dollar Roundtable (1997-1999), Court of the Table (1997-1999), Signator Advisory Board (1997-1999), NAIFA (1997-1999) and and was a Lifetime member of the Chairman’s Council. While at UBS, he was awarded with membership in the Pacesetter Club (2002) for his production achievements.
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