Jeffrey Gordon

Jeffrey Gordon

Financial Services Representative

1819 Main Street, Suite #1300 (Penthouse)
Sarasota, FL 34236

Phone: (941)961-6156
Fax: (941)366-3398
E-mail:

  • Investment Adviser Representative of MetLife Securities, Inc., a registered investment adviser.

BUSINESS PHILOSOPHY
It all starts with you. My number one priority is to understand… you. If I can fully understand your situation, and identify your goals, I have the knowledge and experience to deliver the right products and strategies to help achieve your goals. And perhaps equally as important, I have the resources to be able to track your progress and make adjustments as circumstances change. I am committed to this regardless of the complexity of your situation or the size of your account.

PRODUCTS AND SERVICES FOR HOUSEHOLDS

  •   Brokerage and Investment Advisory Services
  •   Managed Accounts
  •   Mutual Funds
  •   Annuities
  •   Money Market Accounts and CDs
  •   IRA Consolidation/Rollovers
  •   Pension Transfer/Rollovers
  •   Retirement Planning
  •   Income Protection (through life insurance and disability income insurance)
  •   Long-Term Care Insurance
  •   Education Funding Strategies
  •   Pension Payout Alternatives
  •   Charitable Giving Strategies
  •   Estate Conservation Strategies

PRODUCTS AND SERVICES FOR BUSINESSES

  • Business Succession planning
  •  Funding a Buy/Sell Agreement
  •  Key Person Insurance
  •  Custom Plans to Help Retain Talent
  •  Business Overhead Expense Insurance
  •  Tax Favored Savings Plans for Small Businesses

QUALIFICATIONS

  •   Investment Advisor Representative of MetLife Securities Inc.
  •   Registered to offer securities products in FL, IN, NJ, PA, TX, GA
  •   Licensed to sell Life & Health Insurance in FL, IN

PERSONAL

  •   Employed with MetLife since 2005
  •   Resident of North Port, FL since 2007
  •   Family: Wife, Brenda
  •   Hobbies: Tennis, Fishing, Gardening
  •   Education: University of South Florida, B.A. in Economics

Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products and investment advisory services offered through MetLife Securities Inc. (MSI)(member FINRA/SIPC) and a registered investment advisor. Some health insurance products offered by unaffiliated insurers through Enterprise General Agency (EGA) Somerset, NJ 08873. MLIC, MSI, and the EGA are MetLife companies. L0112231581[exp1214][FL,GA,IN,NJ,PA,TX]