Jeffrey Bilinski, CFP®
Jeff’s career in the investment industry began in 1997. In the years since, he’s served in various capacities; both as an operations consultant, helping firms like FMC manage their operations smoothly, and as a CERTIFIED FINANCIAL PLANNER™, offering investment and financial planning guidance. This unique experience makes him the perfect addition to the FMC family and the Associate Planner role, where he’ll have his hands on both burners.
When asked why he chose to join FMC, Jeff said the decision was simple, “My entire career has been spent with the big box stores of investments. There, it’s all about maximizing profits and impressing your boss by how many clients you can juggle or phone calls you can make…just to get a bigger bonus check. Clients become nothing more than their account number and a line on a spreadsheet. Here, clients’ needs come first and we focus on better; not faster.”
Jeff grew up in the Orlando area and served 6 yrs in the U.S. Marine Corps as an Avionics Technician on the F/A-18 Hornet fighter aircraft. In his personal life, he enjoys live sporting events and concerts or going to the beach and theme parks with friends and family.
Please join us in welcoming Jeff, and be sure to meet him next time you’re in the office.