Jeffrey Lavin

Jeffrey is an LPL Investment Advisory Representative. He holds his Series 7, 24 and 63 securities registrations through LPL Financial. He is also a licensed health, life and variable annuities insurance agent. Jeffrey has been practicing Financial Planning since 1987. His primary interest is in working with clients of high net worth who require legacy planning, exit planning strategies and family wealth management. He aids in retirement planning, tax planning, investment strategies and insurance services. 

Jeffrey was raised in Scottsdale, Arizona and graduated from Brophy College of Preparatory and then attended the University of Arizona. He enjoys traveling and working out in a multitude of ways. Jeffrey is also an advanced level scuba diver.