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Jeffrey Upchurch

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Jeffrey Upchurch

Managing Director - Investments | Wells Fargo Advisors

Washington, District of Columbia, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Government Experience

Jeffrey Upchurch

Work Experience

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Managing Director - Investments at

Wells Fargo Advisors

January 1987 - Present

💼

Lieutenant, USN - Submarine Officer at

US Navy

May 1981 - December 1986

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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

mail

****************@wellsfargoadvisors.com

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