Call Me (646) 422-9471


I believe in the power of what we can do together.

Hello, my name is Jeff Findling, your Strategic Wealth Advisor Consultant with New York Life Investments. I was born and raised in western Michigan and attended Marquette University in Milwaukee where I met my wife, Juli. We started out our post-college life in Detroit in 1983 and, on a whim, relocated to the Atlanta area in 1988 to escape the cold. We are blessed with three married adult children, two grandsons and a third one on the way. They all live within walking distance of our home.  My interests include music, history, travel, comedy and of course, SEC Football (Go Dawgs). I particularly enjoy spending time with our ever-growing family and the many friends we have made in Atlanta over the years. 

The investment business found me 41 years ago when I started as an Account Executive with E.F. Hutton. I have been in the industry since 1983 and privileged to work with New York Life Investments for the past 24 years. I believe that the components of a great business relationship/friendship are built on the same principles today as they were in 1983. They are trust, honesty, empathy, humility, objectivity and conviction. All delivered with a good sense of humor too.

I welcome the opportunity to work with you to become a trusted partner for you, as well as your clients.



Get insight before it becomes hindsight.

As your advisor consultant, I am invested in delivering value beyond investment performance potential. To help you navigate current market conditions, I have compiled four perspectives that I strongly believe in, created by the domain experts of our independent boutiques and investment teams.

MainStay MacKay Short Duration High Income Fund (MDHIX)

This Fund seeks high current income. Capital appreciation is a secondary objective.

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MainStay Strategic Municipal Allocation Fund (MTFGX)

Investment grade strategy with a flexible mandate to opportunistically invest up to 35% in high yield securities.

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Advisor Advancement Institute Capabilities Brochure

The practice management platform for growth-minded advisors.

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MainStay Fiera SMID Growth Fund (APSGX)

Invests in a diversified portfolio of common stocks of small and mid-cap growth-oriented companies that are selected for their long-term capital appreciation potential.

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Let’s have a conversation. I’m here to support you.

New York Life Investments is deeply committed to helping you make informed financial decisions. Along with our timely insights, I hope you will see me as a valuable resource that can help you build resilient portfolios across market cycles. For more information about New York Life Investments, visit

Jeff Findling
Advisor Consultant
P: (646) 422-9471      E: