Jeff Munson

Background

About Jeff Munson

During his career, Jeff has served a variety of clients ranging from successful business owners to individuals and families, by providing comprehensive portfolio management, investment planning advice and a high level of service. He has cultivated a successful practice by nurturing long-term client relationships and an ability to construct portfolios to meet his clients’ financial objectives. Jeff is also a PIM Portfolio Manager. Overall, Jeff is skilled in providing guidance with tailored investment strategies based on client needs, delving into individual goals and planning for financial and wealth accumulation and preservation. This information is intended for use by residents of AZ, CA, CO, CT, DC, DE, FL, MA, MD, MO, MS, NC, NH, NV, NY, OH, PA, RI, SC, TN, VA, VT, and WI Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on