Jeff Albaneze, CFP®, CIMA®

With over a decade of experience in the financial industry, Jeff specializes in managing the wealth and financial plans of high-net-worth clients.

Previously, he served as a Senior Wealth Manager at BDO Wealth, where he advised clients and developed detailed financial plans and retirement projections. He also worked at LBA Wealth Management where he, Matt and Kaitlyn began their journey as a team.

Jeff holds a Bachelor of Science in Business from Florida State University and is a Certified Financial Planner™ and Certified Investment Manager Analyst®. 

Outside of the office, Jeff enjoys spending time with his wife Madison, dog Josie and all his family in the Jacksonville area. Jeff also serves at the Finance Chair for the Community Hospice Young Professionals organization.