Jeff Marchitto brings over 27 years of financial services experience to the firm. Jeff guides his family of clients through estate planning consultation, investment portfolio design, retirement and income planning, insurance and annuity solutions, group retirement, and business succession planning.

Before moving his practice to Osaic Wealth, Inc. (formerly Lincoln Financial Advisors) in 2016, Jeff was an Associate Director at Oppenheimer & Co., where he served his wealth management clients for more than 11 years and was recognized as an Oppenheimer Round Table recipient. Jeff also spent more than four years as a Financial Advisor with Morgan Stanley in Fort Lauderdale, after starting his financial services career in the commodities, options, and futures business in 1997.

A graduate of Florida Southern College with a B.S. in Political Science and a minor in Business, Jeff was Captain of the Florida Southern Moccasins baseball team. He was a preseason All-America selection and pitched in two College World Series before spending a short time in professional baseball. Jeff and his identical twin brother, Steve, live on the same street, and both love boating and fishing together along the South Florida coast.

Jeff and his wife Samara have a strong spiritual faith, and in their free time they enjoy serving at their home church, staying fit, riding their Harley-Davidsons, boating, snowboarding, cooking, and traveling.