Jeffrey A. Higgs<p>CFP, CLU, CTFA</p>

Jeffrey A. Higgs

CFP, CLU, CTFA

3D Wealth Advisor - Legacy Group / Director of 3D Wealth Insurance Services

Phone: 516-759-3900 Ext. 1025
E-mail:
 

Jeff decided to follow in his grandfather's footsteps in the Financial Services industry. He successfully completed his internship program at 3 Dimensional Wealth Advisory, which allowed him to gain an understanding of each organizational department. Jeff currently works directly with clients on all aspects of their financial plan to help them achieve their desired financial success and independence.

Jeff is the Secretary and Trust Marketing Officer with Argonne Trust Company, Inc. and is a Certified Trust and Financial Advisor (CTFA), a designation granted through the Institute of Certified Bankers. In addition, he is the Managing Principal for 3D Wealth Insurance Services,  Jeff is a Registered Representative with Sterling Monroe Securities, having passed his Series 7, 53 & 66 with FINRA along with holding his Life, Health & Variable Annuity licenses. In 2011 he was granted the Certified Financial Planner (CFP) designation. In addition, he has attained the Chartered Life Underwriter (CLU) designation.

Jeff is a graduate Brewster Academy. He continued his education at Davidson College in Charlotte, North Carolina, where he graduated in 2008.

After work, Jeff can be found playing golf, squash and training for a half marathon.