Jeffrey Troll, CFP®, CFA, CPA
Wealth Manager, Principal
Office: Columbia, MD
Team: Wealth Management
Education & Certificates
B.S., Pennsylvania State University
Certified Financial Planner™
Certified Public Accountant
Chartered Financial Analyst
Professional Background
I started in public accounting at Arthur Anderson which is now part of KPMG. After transitioning from public accounting, I worked in Strategic Planning at several telecommunications companies. I then worked at Legg Mason as an associate telecom analyst before finding my calling in Wealth Management at Pinnacle Advisory Group which was acquired by CWA.
Personal Interests
I spend as much of my free time as I can hiking, kayaking, playing tennis, pickleball or basketball. I love spending time with my family especially doing one of the above or on an active vacation. If I can't be outdoors, I also enjoy watching just about any sporting event.