Jeffrey Corliss is the Managing Director and Partner of RDM Financial Group at Hightower. He brings over 30 years of financial service experience in both management and direct client services. Jeff upholds RDM Financial Group’s philosophy of comprehensive wealth planning while focusing on the development and implementation of company initiatives.
Prior to joining RDM Financial Group, Jeff spent five years as the Financial Planning Director at Barnum Financial Group, one of the largest financial services companies in Connecticut. He built the organization’s Wealth Strategies Division, providing the financial plans for the clients of more than 150 financial representatives. He also served two terms on MetLife’s National Quality of Advice Committee, which monitors and reviews the quality of financial plans delivered to MetLife’s clients nationwide.
Prior to Barnum Financial Group, Jeff was a Financial Planner at Robert J. Reby and Co., a wealth management practice with offices in three states. He was also Vice President JP Morgan Chase, Chase Investment Services, and Advanced Planning Consultant at Wealth Consultants, Inc., a provider of insurance-based tax-efficient services and estate tax savings solutions. During his early career, Jeff held positions as Portfolio Manager & Retirement Planning Specialist at Charter Research & Investment Group; Senior Financial Consultant at Quick & Reilly (FleetBoston Financial); Agency Director / Field Underwriter at The MONY Group. He was also a Project Management & Industrial Engineer at Grumman Aircraft Systems.
He is a former member of the board of the Financial Planning Association of Connecticut, Fairfield County Chapter. He is a member of the Estate Planning Council of Lower Fairfield County, Inc.
Jeff received his Master of Business Administration degree from Adelphi University. He holds Certified Financial Planner®(CFP®), Chartered Life Underwriter®(CLU®), Chartered Financial Consultant®(ChFC®) and Chartered Advisor for Senior Living®(CASL®) designations. Jeff also holds his Series 7, 24, 53, 63 and 65 licenses.