Jeffrey S. DeWald, CLU, ChFC, CBEC
Estate and Succession Planning Specialist
Lincoln Financial Advisors
Office: (617) 728-7440
Jeff has spent the past 35 years working with successful farmers, growers and owners of Mid-Market businesses, advising them on business succession, retirement planning, estate planning and wealth management.
A 1976 graduate of Dartmouth College, Jeff spent the first 5 years of his career working for a business which needed to be sold to pay estate taxes when the majority shareholder died unexpectedly. That experience – and the impact on the business’ other shareholders and its employees – gave Jeff a unique perspective on what can happen when business owners fail to plan for the future.
Jeff is a founding member of the Business Intelligence Institute*, served as Director of Estate and Business Planning for Sagemark’s Northern New England Region from 1992 through 1995, and has been retained by Morgan Stanley, UBS and the Fleet Private Clients Group to advise their farming, ranching and business owner clients on estate and transition planning.
Jeff holds the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College, and is a Certified Business Exit Consultant. He and his wife Carol have 21-year-old twins, both college athletes. When he is not attending his children’s athletic events, Jeff’s interests include skiing and tennis.
*Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.