I am here to help you pursue the financial future you and your family deserve. My name is Jeffrey Finlayson and I was born and raised in Sugar Land, Texas. Growing up I observed a lot of the “Wild West” mentality of that great state. Yes, many millionaires were made overnight through the wealth of oil, gas, and ranching. However, I was taught at a young age to be successful you must have a realistic plan in place.
I began my career in the financial services industry in 2013. Before joining Evershore I worked as a Private Client Relationship Manager. I assisted my clients with many things including basic banking and credit needs to more comprehensive retirement and estate planning. I have extensive experience across the board in multiple areas of money management.
My greatest strength is connecting with my clients and building a well-rounded financial strategy. I believe everyone can benefit from my sincere guidance and concern regardless of their current financial status. Unique as individuals we all have the potential to leave a wonderful legacy behind for our children and grandchildren. My focus is on providing the best possible financial foundation for you, your family and the next generations to come.
On a personal note, I enjoy traveling, playing golf and the occasional fishing trip in Islamorada. My wife and I reside in Fort Lauderdale with our son.
My commitment to you is hard work, perseverance and honesty. I will treat your unique situation as if it were my own. Together we will assess what can and needs to be accomplished in a time frame that fits your lifestyle.
Your financial security is my greatest priority. I look forward to working with you..
Boca Raton Office | 561.910.2566