Greetings and thank you for your interest in reading my bio! By way of brief introduction, my name is Jeffrey Knight. I am a seasoned Wealth Management Advisor partnering with a team of investment professionals at the Mystic Financial Group, LLC of Mystic, CT serving our clients throughout the state of Connecticut and beyond. I have over 26 years of experience in the financial services industry holding advisory positions with Merrill Lynch, Morgan Stanley and Edward Jones. My practice focuses on the broad and varied needs of investors, retirees and business owners. If I had to summarize in one sentence what it is that I do, I would say that... "I ally myself with my clients to organize, manage, protect and transfer their wealth."
My priority is your financial success! Because we all define "financial success" differently, it is important to have a tailor-made plan. One could easily call this plan a "roadmap" because it starts with knowing where you are today and ends with where you want to be in the future. It embraces your dreams and goals. Because each of us are one-of-a-kind, no two roadmaps will be alike. As a veteran wealth management advisor, I will walk with you in this journey to build and implement your unique plan that strives to reach your financial success. Allowing me to play a key role towards this endeavor will be my honor!
On a more personal note... I reside in New Haven, CT. I have three grown children and three grandchildren. I am active in the community serving as a member of the East Haven Chamber of Commerce, board member of SENECA (Southeast New England Chess Association) volunteering my time to teach chess to school children and I am one of the founders of CENT$ (Connecticut Entrepreneurs Networking Together $ocially) a professional and small business networking group established to support and grow the business of its members. I have two mechanical U.S. patents, one of which has led to the development of a chess game app available today in the iTunes App Store. (If you are a chess enthusiast, ask me about it!)
Let's start a conversation- It would be my privilege to earn your trust and loyalty!
Jeffrey J. Knight