Jeff Hill
SENIOR FINANCIAL ADVISOR & ADVISORY TEAM LEADER
SHAREHOLDER
As Senior Financial Advisor, Jeff serves as family “CFO” to help clients gain knowledge and clarity to make thoughtful, informed decisions. Leveraging the combined experiences of WMS' client families and professionals, Jeff helps families navigate complex financial issues and develop long-term strategies. He serves on the firm's Planning Committee and Board of Directors. Jeff is a subject matter expert within the firm on advanced estate and insurance planning topics.
Jeff is a graduate of the University of Maryland where he earned a Bachelor of Science degree in finance. He is a 2017 graduate of the Charles Schwab Leadership Program. Since 2016 Jeff has been selected by Forbes magazine as a top "Wealth Advisor" and in 2017, Jeff was named to the Forbes list for America's Top Next Generation Wealth Advisors.
Prior to joining WMS Partners, he was an analyst with a Registered Investment Advisor in Timonium.
WHAT MADE YOU DECIDE TO PURSUE A CAREER IN WEALTH MANAGEMENT?
I was initially inclined to pursue a career in accounting; I took a basic accounting class in high school and found it interesting. By the time I hit intermediate accounting in college I realized I had enough of debits and credits and wanted something more dynamic.
WHAT DO YOU LIKE BEST ABOUT BEING A PART OF THE WMS PARTNERS TEAM?
Collaborating with my colleagues; I feel we have built an all-star team here of folks with lots of knowledge and experience.
HOW DO YOU WANT YOUR CLIENTS TO VIEW THEIR WEALTH?
As freedom to do what they want, whatever that may be, without stress and worrying. We try to practice the lifestyle aspect of managing our clients’ wealth, along with all of the financial aspects and implications.
WHAT DO YOU LOVE TO DO OUTSIDE OF WORK?
Getting outside with my kids, whether to the beach, on the river, on a trail or skiing.
WHAT IS YOUR MOST MEMORABLE TRAVEL EXPERIENCE?
My honeymoon trip to Hawaii; first time skiing “out west” in Colorado.