Jeffrey M. Wadsworth, MBA, CFP®
President & CEO
After working in the banking and mortgage industry, Jeff decided to take a much more active and personal role in shaping clients’ lives by becoming an independent financial advisor. Now as the president and CEO of Wadsworth Financial Consulting, LLC, Jeff is focused on helping clients work toward their dreams through a well-thought-out strategy for retirement income.
Jeff received his Bachelor of Science in finance from Towson University, followed by his Master of Business Administration from The University of Baltimore. He founded his firm three years after entering the industry in 1989. He is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and has obtained his Series 6, 7, 63 and 65 securities licenses, and holds his life and health insurance licenses.
Repeatedly recognized for his industry experience, Jeff has been honored as a Million Dollar Round Table main platform speaker. Additionally, he is a member of the National Association of Insurance and Financial Advisors (NAIFA) and Severna Park Chamber of Commerce.
Jeff and his wife Lisa have enjoyed more than 30 years of marriage. They live in Stevensville, Maryland, and love spending time with their daughters, Brooke (son-in-law Garrett) and Amanda, traveling, and enjoying life together.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 410-850-4121 today!