A certified financial planner and Managing Director of Schultz Wealth Management of Raymond James, Jeff Schultz provides tailored advice and solutions for professionals and institutions. CFP professionals receive ongoing education and training in addition to meeting rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with clients. In 2012, Jeff was named as one of Georgia's best financial advisors for Doctors in Medical Economics publication.
Applying his 23 plus years of experience in financial services, Jeff has developed a process he uses to help his select group of wealthy clients analyze their big picture, develop their game-plan and strategy, and select the optimal investment solution (whether tax-free income strategies or growth ETF models). Jeff is an avid support of Miami University athletics and the Farmer School of Business.
He also has served on boards and committees with Childrens Healthcare of Atlanta, Make-A- Wish Foundation of Atlanta, Ansley golf club, and the Buckhead Lions Club. He coaches basketball and baseball at NYO in Atlanta.
Jeff grew up in Pittsburgh, PA and the Williamsburg-Virginia Beach area. He has 2 children and lives in the Buckhead/Chastain Park neighborhood of Atlanta with his wife, Michele.