Jeffrey Eglow is a co-founder and the Chief Investment Officer of Guardian Wealth Advisory, having over 30 years of investment management experience.
Jeff started his career in N.Y.C. on Wall Street as a professional money manager with such firms as Drexel Burnham Lambert, M.D. Sass, and Henry Kaufman & Company where he oversaw a team managing about $3.0 billion in assets. His clients included Fortune 500 companies, foreign banks, pension funds, trusts and foundations, and individuals.
Jeff believes planning and asset protection is the most important aspect of investing. His approach to investing is focused on what the clients’ needs and goals are, and then come up with a personalized solution that the client wants. Financial planning and asset protection are the keys to his clients’ success. Each account is personalized to the clients’ wants and wishes and he communicates regularly with each client to ensure their financial goals are being met.
His clients include individuals, retirement accounts, trust and estate accounts, insurance settlements, and hedge fund investing.
Jeff also works with Capitol Lending Group to help clients obtain a new home or help refinance their existing mortgage as a Mortgage Loan Officer.
He graduated with an M.B.A. degree in Finance from Seton Hall University Graduate School of Business, and a B.A. degree in Economics from Washington & Jefferson College.
Jeffrey lives in Boca Raton, Florida with his wife Christine, daughters Abbey and Allison and son Matthew. Jeffrey enjoys playing and coaching basketball, tennis and was an avid runner having completed the NYC Marathon and San Diego Marathon several times.