Jeff Stokes is a retired wealth management executive with 40+ years of experience in Fiduciary services. His experience includes working with high-net-worth families delivering a Family Office suite of services in the areas of trust, investment management, estate planning, family governance and next generation financial education.

Mr. Stokes received his Bachelor of Science in Business Administration degree from the University of Central Florida with a discipline in Finance. He graduated from Northwestern University's National and National Graduate Trust Schools and attended The Wharton School of Business Executive Leadership Academy.

Mr. Stokes and his wife have two children and three grandchildren and split time between Clermont, Florida and Palm Coast, Florida. He is President of his neighborhood homeowner's association and Treasurer of his fraternity alumni association. He also enjoys spending time with  family, traveling, playing golf, boating and fishing.