Jeffrey Hancock

Background

About Jeffrey Hancock

Managing wealth for affluent individuals, families and businesses is a multi-faceted and complex process. It requires deep knowledge and experience in a variety of disciplines. Done well, it keeps a client’s affairs in order, simplifies their overall picture and ensures that long-term goals are met. With over 30 years of experience helping clients build their futures, Jeff has developed the necessary skills and expertise in every aspect of Wealth Management. Jeff has a broad background in banking, investment management, financial planning, and estate planning with special focus in helping healthcare professionals and business owners finance, grow, preserve and transition their financial futures. In coordination with the wealth management team at Washington Trust Bank, Jeff creates custom solutions to address each client’s needs. The result is a comprehensive and unbiased approach that meets each clients unique objectives. After receiving a BA in International Relations from Denison University, Jeff pursued and earned his Certified Financial Planner™ license, the most recognized designation in the Financial Planning industry and known for its stringent ethical code of conduct and practice standards. He has furthered his professional education through the Ohio Bankers Association Banking School. Jeff keeps up to date with the constantly changing landscape of investment markets, financial planning trends, estate and tax law. He has received the Certified Wealth Strategist (CWS) designation from the Cannon Financial Institute. Jeff is active in the Boise community. He is Treasurer, chairs the Finance Committee and sits on the Executive Committee for the Idaho Shakespeare Festival Board of Trustees. Prior to that he served as Treasurer and on the Board of Directors for Big Brothers Big Sisters of Southwest Idaho for 9 years. Specialties: Investment Management, Financial Planning and Lending solutions for Business Owners and Medical Professionals.