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Jeff Watson, CFP®

Financial Planner
Investment Advisor

Jeff started his career at Pinnacle Investments in 2010 and recently rejoined the team in 2019 as a Financial Planner and Investment Advisor. Jeff’s focus is on developing comprehensive financial plans and investment strategies to meet the needs of his clients. He believes having a strong plan is the key to getting clients organized and allow them to achieve the freedom, flexibility and the confidence to make financial decisions. Through a clearly defined planning process Jeff will work to identify personal goals and implement action steps to accomplish them. He is motivated by a passion for financial planning and how a well thought out plan can leave a lasting impact on clients’ lives.

Jeff has the following licenses and designations: Life, Health and Accident Insurance, Series 7, 63, 65 CERTIFIED FINANCIAL PLANNER™

With strong ties to Central New York, Jeff is a native of Marcellus and currently lives in Cicero with his wife Elizabeth.

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