Jeff Wildes, CFP®

President
Financial Advisor | CERTIFIED FINANCIAL PLANNER™

Jeff joined Peak as a Registered Investment Advisor, after being a Financial Advisor with a major brokerage firm since 1999. In those 17+ years as an advisor, he has worked diligently to provide the most comprehensive and personalized services for his clients. To help provide the best service for his clients, he has achieved his CERTIFIED FINANCIAL PLANNER™ designation. His main goal is establishing a strong, long-lasting partnership with each client that is based in trust, honesty, and integrity. Whether you’re a small business owner who needs a 401k, a medical professional who wants to get more from your investments, or just learning about financial planning, Jeff and his team will put you and your needs first.

A South Carolina native, Jeff graduated magna cum laude from the University of South Carolina Honors College in 1982 with a bachelor’s degree in business administration focusing on finance. He is an active member of the First Baptist Church of Georgetown and serves as Chairman of the Board for local non-profit organization Miss Ruby’s Kids. When he's not poring over financial information, he can be found in his woodworking shop creating beautiful furniture for friends and family, like the full-size crib he made for his first grandchild. 

Jeff lives in Georgetown, South Carolina with his wife Carolyn and has three adult children and one grandchild.

Send Jeff an Email


CFP® Professional

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial ongoing certification requirements.