Who We Are

 

 

Jeffery M. Darwish imageJeffery M. Darwish, CWS®, AIF®
President and Founder * Independent Wealth Manager

My career centers on serving both individual and business clients as their personal wealth manager.  In 1994 I obtained my Bachelor of Science with a concentration in finance and psychology from the University of Michigan.  Then in 1996 obtained my Master of Science degree from Nova Southeastern University.  

Prior to opening my own office in Naples, FL as an Independent Wealth Manager with Sigma Financial Corporation in 2005, I served as a Financial Advisor with UBS Financial Services.  My career began with PaineWebber in 1999 which ultimately merged to become UBS Financial Services.  I have been active in the financial services industry for over 20 years.

My focus is on assisting clients in meeting their own financial and retirement objectives by utilizing a customized approach to wealth management.  Designing and maintaining investment portfolios is one aspect to wealth management and I also offer experience in areas of financial planning, insurance, retirement and estate planning including legacy planning for both families and beneficiaries as well as 401k plans for companies large and small.

The ultimate decision to open my own office fulfills an independent aspiration after being in the financial service industry for many years.  Having the opportunity to observe the many diverse styles of other financial representatives has helped me develop my own innovative approach to investing and managing assets.  My mission as an Independent Wealth Manager is to "provide unbiased financial advice with unmatched personal service" in order to offer the best to my current and future clients.

It is my strong belief that it is essential to maintain the proper asset allocation of investments based on individual risk, objectives and income needs in order to help eliminate the emotional rollercoaster side of investing while simultaneously reducing unnecessary risks.  It has been my pleasure to present at numerous workshops for more than 20 years regarding various financial and retirement topics for both existing clients and prospects alike.

I hold the certification of Accredited Investment Fiduciary® and Certified Wealth Strategist®.  I also hold my FINRA Series 7, 63 and 65 licenses in addition to my Florida Independent Life Insurance and Variable Products Insurance licenses.  I am involved as a coach to many of my kid's sporting activities and I love to golf.  I spend my personal time with my wife Heidi and my three children, my oldest daughter Peyton, my son Beckham and my youngest daughter Ivy.

 

 

 


 

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