Jeff HillPartner, Senior Client Advisor & Director of Family Office Services

JeffH2

Jeff is a Partner, Senior Client Advisor and the Director of Family Office Services at WMS Partners.  He serves on both the firm's Executive and Management committees.  Jeff is a subject matter expert within the firm on advanced estate and insurance planning topics.

Jeff is a graduate of the University of Maryland where he earned a Bachelor of Science Degree in Finance.  He is a 2017 graduate of the Charles Schwab Leadership Program.  In 2017, Jeff was named to the Forbes list for America's Top Next Generation Wealth Advisors.

Prior to joining WMS Partners, he was an analyst with a Registered Investment Advisor in Timonium.

What made you decide to pursue a career in wealth management?

I was initially inclined to pursue a career in accounting; I took a basic accounting class in high school and found it interesting.  By the time I hit intermediate accounting in college I realized I had enough of debits and credits and wanted something more dynamic.

What do you like best about being a part of the WMS Partners team?

Collaborating with my colleagues; I feel we have built an all-star team here of folks with lots of knowledge and experience.

How do you want your clients to view their wealth?

As freedom to do what they want, whatever that may be, without stress and worrying.  I think we try to practice the lifestyle aspect of managing our clients’ wealth, along with all of the financial aspects and implications.

What do you love to do outside of work?

Play team sports (football, soccer), Go for hikes with my dog, ski, split wood.

What can’t you stop talking about?

My just over 1 year old son, Jack, and my 245 pound dog, Dozer.

What is your most memorable travel experience?

My honeymoon trip to Hawaii; first time skiing “out west” in Colorado.