About Jeffrey Lloyd Anderson
As Vice President and Financial Consultant with Charles Schwab & Co. in Plantation, Florida, Jeffrey Lloyd Anderson commands more than 17 years of professional experience. He began his career with Associated Management Group in New York City before relocating to Florida in 2007. Since that time, Jeffrey Lloyd Anderson has advised the clients of such firms as Princor Financial Services Group and the Principal Financial Group.
As a Financial Services Representative with Principal, Mr. Anderson expanded the firm's client portfolio while offering services in annuity and mutual fund sales, higher education savings, and estate planning. He then went on to a financial advisory role with industry-leading firm Morgan Stanley Smith Barney in Fort Lauderdale, where he continued to provide client-specific investment and fund recommendations. Also effective in expanding company revenue, he created new relationships with a variety of local businesses. He continues to serve organizations as well as individuals and families in his current role with Charles Schwab, where he strengthens client-firm relationships through the goal-oriented introduction of investment products. He was named Chairman's Club winner in 2014.
As a Financial Services Representative with Principal, Mr. Anderson expanded the firm's client portfolio while offering services in annuity and mutual fund sales, higher education savings, and estate planning. He then went on to a financial advisory role with industry-leading firm Morgan Stanley Smith Barney in Fort Lauderdale, where he continued to provide client-specific investment and fund recommendations. Also effective in expanding company revenue, he created new relationships with a variety of local businesses. He continues to serve organizations as well as individuals and families in his current role with Charles Schwab, where he strengthens client-firm relationships through the goal-oriented introduction of investment products. He was named Chairman's Club winner in 2014.