...advisors and end clients loved him!  Since yesterday, I have received 4 requests from advisors that would like to use Jeff for client seminars. The team that used Jeff last night had solid feedback, and I have already received calls from their prospects to set up meetings. The team also told me that we should see a few more million into our funds. — D. Drew, Fred Alger & Company, Incorporated

In a word...Outstanding! The feedback has been incredible! — Morgan Stanley Smith Barney

You were the highlight of the program! Jeff has done an excellent job at our meetings and the Advisor surveys have been extremely positive. — Andrea Thomas, Bank of America/ Merrill Lynch

Your session was very well received and our clients really appreciated your insights, opinions and thought provoking suggestions. Your involvement helped make our event a huge success. Thank you. — Scott Welch, Fortigent, LLC

Throughout his 24 years of leadership in the financial industry, Jeff Bush has focused on helping financial advisors and private clients with innovative tax solutions and timely, insightful investment strategies. Today, his impact stretches further as he joins forces with The Washington Update.  Jeff’s widely sought after, non-partisan insight into political and anticipated tax law changes delivers clarity to financial service firms and their clients across the country.

Jeff’s background includes a decade at Merrill Lynch, where he led a team of industry specialists advising high net worth clients on creative investment strategies and effective risk mitigation approaches.  Prior to joining Merrill Lynch, Jeff owned his own investment and tax risk consulting firm.  He began his career handling complex underwriting issues.  Jeff is a licensed pilot, attuned to the importance of planning and understanding the current climate to get where you want to go. 

Jeff’s dedication, forward thinking, and strategic abilities have resulted in performance records, industry awards, and leadership accolades.  His real reward, however, comes from helping others reach their professional and personal goals. 

Jeff is available to make the same timely presentations updating developments in Washington and how they affect investors.   Jeff can be reached at 918-704-2001 or by clicking here.  His website is JeffBush.net.