Jeffrey Gump
Senior Director, Wealth Management
Since 1999, Jeff has assisted clients with wealth accumulation, wealth protection, wealth transfer and complex trust strategies.
Since 1999, Jeff has been dedicated to helping clients navigate the complexities of wealth accumulation, protection, transfer, and advanced trust strategies. As a Senior Director of Wealth Management at Choreo, he works closely with individuals, business owners, and families facing life-changing events, providing guidance and tailored financial solutions that align with their unique circumstances. Jeff has extensive expertise in retirement plan consulting, including 401(k) and defined benefit plans, helping business owners and professional service shareholders optimize tax-deductible contributions while maximizing retirement savings.
As a CPEA, Jeff is uniquely equipped to guide business owners through the complexities of exit planning. His collaborative approach involves working closely with attorneys, CPAs, and other professionals to create seamless succession plans that align with his clients' goals.
Jeff's expertise extends to estate planning, asset allocation, insurance solutions, and portfolio management, making him a trusted advisor to ultra-high-net-worth individuals and families. He also has specialized knowledge in special needs trusts and other complex planning tools, allowing him to craft customized strategies that protect and preserve wealth across generations.
Before joining Choreo, Jeff was a Financial Advisor at Cherry Bekaert Wealth Management, advising affluent clients on investment and estate planning strategies.
PROFESSIONAL AFFILIATIONS & CREDENTIALS
- Certified Exit Planning Advisor (CEPA)
- Association of Corporate Growth - AGC 757 Network
- Life and Health Insurance Licenses
- Registered Options Principal
- Municipal Securities Representative
- Referee, Tidewater Soccer Referee Association
EDUCATION
- B.S., Virginia Polytechnic Institute and State University
