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.
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.
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NYLI MacKay Short Duration High Income Fund (MDHIX)
This Fund seeks high current income. Capital appreciation is a secondary objective.
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NYLI MacKay Strategic Muni 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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NYLI 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.
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 newyorklifeinvestments.com.
Jeff Findling
Advisor Consultant
P: 1-646-422-9471 E: Jmfindling@newyorklife.com
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.