Jeffrey Heppard, known as “Jeff’, is the newest member of the Chaslyn Financial Group team. Jeff joined Chaslyn after training with Legg Mason, and gaining further experience with Smith Barney, Morgan Stanley and BCG Securities. He has been serving clients and providing valued financial guidance since 2003.
Now with Belpointe Asset Management of which Chaslyn is a part, Jeff is enjoying the unparalleled advantages an RIA platform provides to clients. Jeff’s background as an attorney for 25 years has been instrumental in his ability to analyze financial products and strategies on behalf of his clients. Accustomed to a fiduciary standard of care, joining an RIA firm like Belpointe is a natural fit with Jeff’s practice. Jeff is especially adept at guiding clients in the income phase of their retirement plans and has constructed a unique approach to investing which focuses on a growing dividend discipline.
Although he was raised in Pitman in Gloucester County, New Jersey, Jeff received his undergraduate degree from Bridgewater College (Va.) and attended graduate school at the University of Virginia. He also received a J.D. degree from Rutgers Law School (Camden). Before his financial advising career, he practiced law with two private South Jersey firms and then inhouse with an international insurance company based in Philadelphia. He holds Series 7 and 66 licenses. Jeff has always maintained an active lifestyle. Currently he is a member of Merchantville Country Club where he is a past president, solicitor and board member. He also has been an active Rotarian for over 30 years, serving as president of his club twice. After competing on the college level, Jeff completed 13 marathons, including three Bostons and with a best time of 2:44. He resides in Mount Laurel with his wife Judy and has two adult children and three grandchildren.