Jeff Guzzi

Jeff Guzzi: Email & Phone Number

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Vice President - Private Client Group at Fisher Investments|Tampa, Florida, United States

Position:

Vice President - Private Client Group at Fisher Investments

Location:

Tampa, Florida, United States

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Last updated: 2026-10-17
Updated: 2026-10-17

Found email addresses for Jeff Guzzi:

Business emails:
**@visionary-finance.com,
j****g@fi.com
Personal emails:
j************3@gmail.com,
g*********y@comcast.net

Found phone for Jeff Guzzi:

Prospect analytics

Current work details
DepartmentFinancial Services
Availability
TimezoneEST
Best time to contact12:00 PM – 4:00 PM
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Work Experience 14 years

Vice President - Private Client Group at Fisher Investments

Mar 2024 - Current

Senior Internal Consultant - Investment Management at Morningstar

Jan 2023 - Feb 2024

Internal Consultant - Investment Management at Morningstar

Dec 2020 - Jan 2023

Founder at Visionary Financial LLC

Apr 2019 - Feb 2024

Financial Solutions Advisor - Premier at Merrill Lynch

Mar 2017 - Apr 2019

Investment Associate at LCM Capital Management, Inc.

Sep 2015 - Feb 2017

Venture Capital / PE Analyst Intern at Rich Sea LLC

Feb 2015 - Aug 2015

Founder (Acquired/Sold 2015) at Chi-Town.Biz

Jan 2012 - Jan 2015

Jeff Guzzi started working in 2012, then the employee has changed 6 companies and 7 jobs. On average, Jeff Guzzi works for one company for 2 years 3 months.

Jeff is proficient in English. Their professional focus is Capital Budgeting, Crypto, and Cryptocurrency across 3 core areas.

Jeff holds Series 63 - Uniform Securities Agent State Law Examination, Series 7 - General Securities Representative Examination, and Series 65 - Uniform Investment Adviser Law Examination certifications.

Education

Bachelor's Degree at Elmhurst College

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