Jeff’s Story

Jeff Bush consults executive teams, business owners, and high income individuals to proactively prepare their organizations to succeed in the ever evolving market place. Jeff speaks on the following topics:
  1. A nonpartisan analysis of the current political environment
  2. The implication of the 2016 election and its impact on business/taxes
  3. The Affordable Care Act and how it affects business owners and retirees
  4. Tax reform status and its proposed changes
  5. The implications of the U.S. fiscal environment and how it impacts the future

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“…Advisors and end clients loved him! Since yesterday, I have received four requests from advisors that would like to use Jeff for client seminars…The team also told me that we should see a few more million into our funds.” –D. Drew, Fred Alger & Company, Incorporated

“Your presentation brought value to our clients, reinforced our existing client relationships and is already acting as a springboard for increasing our affluent client acquisition.” –L.K., Sun Trust Investment Services

Dynamic. Informative. Insightful. Thought Provoking. Passionate. Timely. Impartial. These are some of the words used to describe Jeff Bush’s unique ability to decode difficult and confusing tax and fiscal information coming out of Washington. He simplifies this information for his audience and provides practical and usable takeaways that they can implement in their businesses.

The Washington Update

As a colleague of Andy Friedman and an integral part of The Washington Update, the industry thought leader that guides domestic clients through the complex and ever-changing political and tax environment and helps international audiences understand United States politics, Jeff

  • Does more than 200 presentations yearly in the US and abroad.
  • Has a client base that includes Merrill Lynch, Nationwide Financial, Fred Alger & Company, Edwards Jones, Ameriprise Financial, LPL, Raymond James, Sun Trust, US Trust, Eaton Vance, Prudential, Transamerica, MetLife, Lincoln Financial Group and many others.
  • Is best known as a keynote speaker, but has been included on panels alongside such notable presenters as former Tennessee Congressman Harold Ford, Jr.; Consuelo Mack, host of Wealth Track; Nationwide Financial Chief Investment Officer Jeffrey Applegate; Putnam Investments Chief Executive Officer Bob Reynolds; Eric Stein, Eaton Vance Co-Director of Global Fixed Income and Portfolio Manager; J.P. Morgan Funds Chief Global Strategist Dr. David Kelly; Ron Insana, reporter for Market Score Board Report and former CNBC Senior Analyst; and, Dr. Quincy Krosby, Prudential Annuities Chief Market Strategist.
  • Has been featured in Investment News and as an analyst on POTUS Sirius/XM radio.

A Proven Industry Leader

Jeff is a 28-year veteran of the financial industry. He

  • was responsible for serving 7,500 financial advisors in the western United States by providing creative investment strategies and effective risk mitigation approaches during a 10-year career at Merrill Lynch.
  • Was managing a $50+ billion business by the end of his Wall Street career.
  • was the youngest managing partner in the 150-year history of New England Financial, an investment and tax risk consulting firm.
  • began his career at Principal Financial Group where he handled complex underwriting issues before moving into the areas of research and development.
  • is the recipient of numerous national awards for his leadership, sales and business growth.

Educated and Civic Minded

An Eagle Scout and licensed pilot, Jeff holds a Bachelor of Science degree in Business Administration/Management with emphasis in accounting and philosophy from William Jewell College. He is

  • a founding member of the Tulsa Air and Space Museum where he served on the board of directors and as vice president of education.
  • a board member of STARBASE, OK, an educational outreach program for the Air National Guard that serves at-risk elementary school children in a three-state radius.
  • an alumni member of the Financial Advisory Network for the Experimental Aircraft Association.

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Jeff Bush