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 is a member of the Million Dollar Round Table (MDRT) where he was honored as an MDRT 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 25 years of marriage and have two amazing daughters, Brooke and Amanda. They live in Arnold, Maryland, and love spending time together and traveling.
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 email@example.com or call us at 410-850-4121 today!