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Our financial advice team


Jeffrey Wakefield

Jeffrey Wakefield

ChFC®

Financial Advisor

Chartered Financial Consultant®
Rhoades, Bixby & Wakefield
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Small Business
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies

Interests

My wife Kathryn and I live in Western Massachusetts with our two boys Brayden and Cameron, along with our miniature Golden Doodle Bailey. My wife and I are both University of Massachusetts graduates and we are very involved in the University of Massachusetts community, frequently attending sporting events, alumni activities, and charitable events.

We also enjoy spending time being outdoors. We love kayaking, bike riding, hiking, skiing and spending time at the beach with family and friends.

I have been a youth soccer coach for several years. I enjoy introducing and teaching young players a game that I have loved for many years. Go Orioles!

Qualifications

  • ChFC® Chartered Financial Consultant®

Education

  • University of Massachusetts - Finance

Community participation

Hitchcock Center - Education for a Healthy Planet

American Cancer Society Relay for Life Team Co-Captain

Norris Cotton Cancer Center Prouty Annual Bike Ride Participant

Alzheimer's Association Sponsor

Walk to End Alzheimer's