Jeff Mussatt, CFP®
Jeffrey G. Mussatt, CFP® is a Financial Strategist responsible for client financial strategy and counsel, comprehensive financial planning and investment management. He received his Bachelor of Science degree in Accounting from Indiana University and has passed the CPA exam. He is a Certified Financial Planner™, Accredited Asset Manager Specialist™, a member of the Estate Planning Council of Richmond and a member of the National Association of Personal Financial Advisors (NAPFA). He has also been elected to be on the 2009 Board of Directors for the Central Virginia Financial Planning Association.
Prior to joining JoycePayne Partners, Jeff was a Vice President and Financial Planner on the Richmond and Charlottesville Wealth Management Team of Wachovia. Prior to Wachovia, he spent 13 years as Vice President in the Private Banking Group at The Northern Trust Company in Chicago. As a Private Banker, he provided comprehensive financial services to affluent families, private business owners, real estate investors, corporate executives and professional athletes.
Jeff and his wife, Lynn live in Richmond with their two daughters Morgan and Madison.
Education:
Bachelor of Science in Accounting, Indiana University