Jeffrey Hilliard, CFP®, CRPC®
Jeff joined CRA Financial in 2017 and is CERTIFIED FINANCIAL PLANNER™ professional. Jeff started his career working at Merrill Lynch where he spent over 6 years working in their Retirement Group. While there he helped assist clients with various retirement, pension, and executive stock options plans. After working at Merrill Lynch, Jeff worked at a Registered Investment Advisory firm in Flemington New Jersey as an Associate Wealth Advisor. Jeff worked there for 4 years gaining experience with individuals, small business owners, and families to help on board them as clients and develop their financial plans.
Jeff attended Bloomsburg University where majored in Finance and Rider University where he received his M.B.A. with a concentration in Finance. For fun, Jeff enjoys cheering on the Philadelphia Eagles, biking, traveling, and attending comedy shows.