Jeffery A. Gump
Education:Bachelor of Science, Virginia Polytechnic Institute and State University
With over 20 years of experience in the wealth management and banking industry, Jeff is a Financial Advisor in Cherry Bekaert’s Virginia and North Carolina markets. Since 1999, he has assisted clients with wealth accumulation, wealth protection, wealth transfer, and complex trust strategies. Jeff provides guidance to high-net-worth individuals, business owners, executives, elder care attorneys, and individuals undergoing a life transition.
He brings a comprehensive approach to wealth management, combining his expertise in investment management and financial planning to assist his clients as they seek to achieve their unique goals. Jim Rohn once said, “Discipline is the bridge between goals and accomplishment.” Jeff believes investment discipline is essential to his clients’ success. He helps clients create their own unique financial plan and then holds a regular progress meeting to provide further guidance. By educating his clients, Jeff helps them stay disciplined.
Jeff specializes in providing planning, investment advisory, and risk management services to individuals faced with life changing events by working hand in hand with elder care attorneys to help guide families through traumatic times. Through these collaborate partnerships, he has gained extensive expertise with special needs trust and other complex planning tools.
Prior to joining Cherry Bekaert Wealth Management in 2010, Jeff was the Regional Director of Strategic Planning for an independent wealth management firm.
Areas of Expertise
- Corporate Benefits & Retirement Plans
- Elder and Special Needs Planning
- Estates & Trusts
- Financial Planning& Investment Portfolio Management
- Government Employees & Contractors
- High-Net-Worth Individuals
- Life, Disability, and Long-Term Care Insurance
- Retirees and Widows/Widowers
- Small Business Owners
- FINRA series 4, 7, 52, 63, and 65
- Life & Health Insurance and Variable Contracts Licensed in Virginia, Arizona, North Carolina, and Florida
- Board Member, Virginia Rush Booster Club
- Virginia Rush Soccer Club Parent Advisory Committee
- Referee, Tidewater Soccer Referee Association