Jeff Stokes is a retired wealth management executive whose career spanned 40 years. He worked with ultra-high net worth families in the areas of Family Office, Trust, Investment Management, Estate Planning, Philanthropy and Next Generation Education.
Most recently Jeff was the Market Leader and Senior Client Strategist for BNY Mellon Wealth Management in Winter Park, Florida.
Jeff received his B.S.B.A. from the University of Central Florida. He also is a graduate of National Trust School at Northwestern University and attended executive leadership training at The Wharton College of Business, The University of Pennsylvania.
Jeff serves on the UCF College of Business, Dean’s Advisory Board.