Jeffrey L. Corliss, CLU^®, ChFC^®, CASL^®, CFP^®

Jeffrey L. Corliss is the Managing Director and Partner of RDM Financial Group at Hightower. He brings over 35 years of financial service experience in both management and direct client services. Jeff believes that comprehensive wealth planning is an optimal strategy for helping clients achieve their long-term financial goals.

Prior to joining RDM Financial Group, Jeff was 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; his team provided the financial plans/recommendations 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 reviewed the quality of financial plans delivered to MetLife’s clients nationwide.

During Jeff’s career, he has experience in various wealth management roles, spanning from management and training to direct client responsibility.

He is a member of the Financial Planning Association of Connecticut as well as the Estate Planning Council of Lower Fairfield County, Inc. He is a former member of the board of the Financial Planning Association of Connecticut.

Jeff has been ranked as a top wealth advisor by Forbes and Barron’s. His most recent rankings include placements on the Forbes 2024 “Best-In-State Wealth Advisor” list and the Barron’s 2024 “Top Advisor Rankings by State” list. In 2021, he was ranked on Barron’s 2021 list of “Top 100 Independent Wealth Advisors” in America.

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.