Jeff Troll, CFP<sup>®</sup>, CFA<sup>®</sup>, CPA
Jeff 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.