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Jeffrey Upchurch
Jeffrey Upchurch
Managing Director - Investments | Wells Fargo Advisors
Washington, District of Columbia, United States
Jeffrey Upchurch
Summary
Jeffrey Upchurch is a seasoned financial professional with over three decades of experience in wealth management. As the Managing Director of Investments at Wells Fargo Advisors, he specializes in strategies for wealth preservation, growth, and effective asset distribution for retirement. His background as a Lieutenant in the US Navy, where he served as a Submarine Officer and Chief Engineer, showcases his leadership and technical expertise. Jeffrey's educational foundation from the United States Naval Academy in Marine Engineering complements his analytical skills in investment planning. He has received notable recognition, including graduating with distinction and being part of the Platinum Council. His approach to financial advisory is comprehensive, focusing on multigenerational wealth planning and risk management. Jeffrey is committed to providing tailored solutions for his clients, ensuring their financial security and legacy.
Jeffrey Upchurch
Work Experience
Managing Director - Investments at
Wells Fargo Advisors
January 1987 - Present
Lieutenant, USN - Submarine Officer at
US Navy
May 1981 - December 1986
Jeffrey Upchurch
Education
United States Naval Academy, Bachelor Of Science (B.S.)
January 1977 - January 1981
Frequently Asked Questions about Jeffrey Upchurch
What is Jeffrey Upchurch email address?
Jeffrey Upchurch's primary email address is ****************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jeffrey Upchurch work for?
Jeffrey Upchurch is a Managing Director - Investments at Wells Fargo Advisors, a company specializing in Functions related to depository banking.
Where Jeffrey Upchurch graduated from?
Jeffrey Upchurch holds a degree in Marine Engineering from United States Naval Academy.
How can I directly contact Jeffrey Upchurch?
To contact Jeffrey Upchurch directly, you can use the email address ****************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Jeffrey Upchurch?
Jeffrey Upchurch is a seasoned financial professional with over three decades of experience in wealth management. As the Managing Director of Investments at Wells Fargo Advisors, he specializes in strategies for wealth preservation, growth, and effective asset distribution for retirement. His background as a Lieutenant in the US Navy, where he served as a Submarine Officer and Chief Engineer, showcases his leadership and technical expertise. Jeffrey's educational foundation from the United States Naval Academy in Marine Engineering complements his analytical skills in investment planning. He has received notable recognition, including graduating with distinction and being part of the Platinum Council. His approach to financial advisory is comprehensive, focusing on multigenerational wealth planning and risk management. Jeffrey is committed to providing tailored solutions for his clients, ensuring their financial security and legacy.
Jeffrey`s contact details
****************@wellsfargoadvisors.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG