Jeffrey Marchitto

Financial Planner

About Jeffrey Marchitto

Jeff Marchitto brings over 21 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 Lincoln Financial Advisors (LFA) 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 he initially started 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 also Captain of the Florida Southern Moccasins baseball team. He was a pre-season All-America selection and pitched in two College World Series before spending a short time in professional baseball. Jeff and his champion miniature schnauzer, Rudy, can often be seen running along Fort Lauderdale Beach, where he and his identical twin brother, Steve, and family have lived since 1981.

Jeff has a strong spiritual faith, and in his free time, he enjoys staying fit, riding his Harley Davidson, traveling, wine collecting, and cooking.

  • FINRA Series 3, 7, and 66 registered
  • Registered Investment Advisor Representative
  • Life, Health, and Annuity insurance registered
Professional Associations
  • Florida Lawyers Network (Financial Member)
  • B2B Association (Strategic Partner)
  • Silver Knight Award
  • Oppenheimer Round Table

The Silver Knight Awards, sponsored by The Miami Herald/El Nuevo Herald, recognize outstanding seniors who not only maintain good grades, but also unselfishly apply their special knowledge and talents through service to their school and community. Jeff Marchitto was nominated for this award. Heritage nor its advisors or their parent firm have paid any fee to the Miami Herald/El Nuevo Herald for the nomination, promotion or receipt of this award. The Silver Knight Awards program is open to 12th-grade students in public, private and parochial schools in Miami-Dade and Broward counties

The Oppenheimer Round Table is run by the Miami Herald. Twice each year, the Miami Herald invites a dozen top company executives to serve on our Business Monday CEO Roundtable. Members must be nominated. Heritage nor its advisors or their parent firm have paid any fee to the Miami Herald for the nomination, promotion or receipt. A membership is required to remain on the Oppenheimer Round Table.  

  • B.S., Florida Southern College
Community Involvement
  • Calvary Chapel Fort Lauderdale (Youth Mentor)
  • Gateway Community Outreach, Deerfield Beach, FL

Client Resources

Estate Preservation Strategy

Brought to you by Heritage Financial Consultants in conjunction with Lincoln Financial Advisors, a registered investment advisor* Anybody who has worked hard, saved, and invested needs an estate preservation strategy. A good one can help ensure that your assets are protected and loved ones cared for in the future. One of the best reasons to […]

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IRA Required Minimum Distribution


Jeffrey Marchitto's Team
Carolina Esteban

Carolina Esteban

Executive Sales Assistant

Primary Clients or Industries


High net worth individuals

Physicians and university faculty

Small- to mid-size corporations

Primary Service Areas

Financial planning

Investment portfolio design

Wealth management

Insurance and annuity solutions

Group retirement planning

561-869-6427 (work)

954-554-8220 (cell)


5355 Town Center
Suite 401
Boca Raton, FL 33486