Jeff Wiley

Jeff Wiley currently serves as a Client Support Specialist dedicated to assisting the advisors with their clients' financial questions, and providing exceptional service. He is committed to furthering his education in financial planning, demonstrating his motivation to expand his knowledge and obtain the necessary licenses to better serve clients and meet their expectations. As of May 2025, Jeff will hold a Bachelor’s degree in Financial Planning and is actively working toward attaining the Certified Financial Planner (CFP) designation. He is also preparing for the SIE, Series 7, and Series 63 exams, with the goal of obtaining these licenses by the end of 2025.

Jeff brings extensive life experience to his role, allowing him to connect with clients on a deeper level and understand their unique financial needs. As a United States Army veteran, he proudly served 15 months in Iraq during Operation Iraqi Freedom, embodying resilience, discipline, and dedication. His Christian values and strong sense of patriotism further guide his commitment to ethical service and integrity within the financial industry. With a strong foundation in financial planning, a client-focused approach, and a diverse background, Jeff is well-positioned to support clients in achieving their financial goals while continuing to grow as a professional in the industry.

Jeff works out of the home office in Winter Haven located at 799 Overlook Drive in Winter Haven. He may be reached by phone at (863) 326-9833. His email address is jeff@ingramfinancialgroup.com.