Jeff Nash, CEO/Co-Founder

As CEO of Bridgemark Strategies, Jeff leverages his 30+ years of industry experience and over 25 years of experience coaching and consulting with financial advisors. Jeff has been recognized as a thought leader in the industry. He is often published or quoted in industry periodicals and has been asked to speak at several industry conferences. His knowledge of the industry is centered around trends in advisor movement including but not limited to:

• Broker/Dealer changes and evaluation
• Establishing or joining an RIA
• Succession planning and selling or merging practices

Throughout his career, Jeff has worked with thousands of advisors. For the past 10+ years, Jeff has interviewed well over 200 different firms. This experience has provided Jeff with a more thorough understanding and knowledge of the trends in the industry, the firms to explore, and how to compare and contrast them. Jeff excels by getting to know an advisor or advisory firm’s specific needs and wants to help them explore more solutions to achieve their goals.

For the first 6 years of his career, Jeff was a financial advisor and licensed principal.

Jeff spent 14 years at LPL financial in various leadership roles that included SVP Business Development where he was responsible for recruiting and SVP Business Consulting where he was responsible for building out and providing coaching and M&A services to LPL’s advisors.

Jeff earned a Bachelors degree from Colby College in Waterville, ME. He then earned his MBA from Bentley University in Waltham, MA. Jeff lives in Charlotte, NC with his wife and 3 kids and in his spare time enjoys golfing, pickle ball and fishing.