Jeffrey E. Riley, CLU®, CFP® Named a “Top Leader 40 and Under” by Society of Financial Service Professionals

 

November 16, 2016

 

JER WW PHOTOThe honors keep coming for PARTNERSINWEALTH's Jeff Riley. You may recall he recently became our first minority shareholder, and was elected by the Houston membership of the Society of Financial Service Professionals (FSP) to its board of directors. Now FSP has also named him one of its “Top Leaders 40 and Under.”


FSP is one of the most active and respected professional societies in the world. Founded in 1928 in Bryn Mawr, Pennsylvania, today it has grown to some 11,000 credentialed professionals in 125 chapters nationwide. Almost three of four members have over twenty-years experience in their profession. But the downside of that is that the average age is between 55 and 60. And this is exactly where Jeff has been working to drive change. He is leading a youth movement in the organization, working to attract and mentor the next generation of financial professionals who can speak to the unique life plans and concerns of millennials.


“It’s about having the right balance of youth and experience,” Jeff said. “Both are necessary for the long term health of any organization, just as it’s necessary to have the right balance of assets in a retirement plan. I’m honored to be named a Top Leader, but more than that it’s validating for the work we’ve been doing to make the Society even stronger for the future.”


PARTNERSINWEALTH Founder and President Jim Waters, MBA, CFP, found the news validating as well.


“When I asked Jeff to become a PARTNERSINWEALTH shareholder, I recognized his valuable qualities as a leader. Now, his being named a Top Leader Under 40 gives me even more confidence that both PARTNERSINWEALTH and FSP are on a productive road ahead.”


Attorney and FSP member Russell W. Hall, JD, LLM, offered another glowing opinion. “Jeff’s been doing great work on our programs committee. He’s fairly new to the Houston area, but he’s already running circles around the rest of us here.”


Please join us in congratulating Jeff on this recognition from his peers. And remember Jeff’s energy and acumen are available to you, as we at PARTNERSINWEALTH want to be your knowledgeable and trustworthy single point of contact on all financial matters. If you’re not our client, we invite you to get to know us better. Please contact Jim Waters, CFP® at 713.964.4028 or jrw@partnersinwealth.com.