Jeff Wakefield is an experienced advisor with over 24 years of experience in the financial services industry. Jeff graduated from UMass Amherst with a finance degree from Isenberg School of Management. He began his career with the Hotel Northampton as an auditor and found he enjoyed working with people and numbers, but it was when he joined Ameriprise in 2002, that he discovered his passion for using his financial knowledge to work with people to help them achieve their financial goals. He worked for 22 years as an independent advisor with Ameriprise, receiving multiple accolades for service and more before deciding to bring his successful practice to LPL Financial. Jeff always looks to stay on the cutting edge of knowledge for his clients, and to that end studied for and received a Chartered Financial Consultant (ChFC) designation from the American College. Jeff holds his FINRA series 7 and 66 licenses with LPL Financial as well as insurance licenses in many states.
Jeff has lived in western Massachusetts for 28+ years and has put down deep roots in the area. He is married with two boys, 10 and 13, and lives with his wife, Kathryn, and their children in Belchertown. Jeff and Kathryn are both UMass Alumni and spend time and resources as a family supporting the UMass Script U Scholarship Fund as well as other causes they care about including American Cancer Society, The Joshua Fund (an animal rescue organization), and Fisher Center for Alzheimer’s Research. When Jeff is not working, you can find him biking, skiing, or enjoying other outdoor pursuits. Jeff is an active volunteer in local kids’ sports in Belchertown including having coached multiple seasons of soccer, flag football, and lacrosse. When he is not coaching, you can find him on the sidelines cheering on his boys in their multiple sports, soccer, lacrosse, hockey, or basketball, depending on the time of year.