Meet Your Advisor
Jeffrey L. Schlotterbeck, CFP®
Founder | Senior Wealth Manager
I am the Founder and Senior Wealth Advisor for Water Street. I work directly with individuals, families, and businesses to address all aspects of their financial landscape.
Prior to forming Water Street Wealth Management, I spent nearly 15 years working with two major financial service companies in Tampa Bay. Most recently, I served as a Senior Financial Consultant overseeing $500 million of high net worth client relationships, helping them with all aspects of their financial life.
I focus on client education, communication, and strategic investment portfolio guidance. I have always ascribed to a holistic methodology, incorporating financial planning, tax planning, investment management, and estate planning into one seamless relationship.
Throughout my career, I have been recognized with multiple accolades and I am proud of my accomplishments in developing strong client relationships and satisfaction. I am an alumni of the University of South Florida where I majored in Marketing and Finance. I am also a CERTIFIED FINANCIAL PLANNER™ practitioner and I subscribe to the ethical requirements as set forth by the Certified Financial Planner Board of Standards.
I am an active supporter of Junior Achievement in the Tampa Bay Area. When I am not perfecting financial plans, you can find me spending time with my wife Darcy and son Caden. We enjoy traveling, snow skiing, and spending most of our weekends at the beach or ball field. I am an avid golfer and BBQ Big Green Egg fanatic. I am constantly trying to perfect my golf swing and my brisket recipe, both of which are never-ending battles.
- I have included one of my favorite recipes and a few BBQ links on my resource tab