Wellesley - Worcester St

Jeffrey Tancreti

JD

Wealth Advisor

93 Worcester St
Wellesley, MA 02481

Jeffrey Tancreti
Jeffrey Tancreti

Professional Certifications

  • JD – Juris Doctor
  • Series 65 license

About Jeffrey

Jeffrey (Jeff) focuses his practice on financial counseling, investment management, and tax planning.

Education and Career Milestones

-Suffolk University – bachelor’s degree in political science

-New England School of Law – Juris Doctor

-Worked as an attorney for the Commonwealth of Massachusetts