Location Burlington, Massachusetts, United States Regions Greater Boston Area, East Coast, New England Gender Male
Jeff Sutton joined the Kraematon Group in 1998. During his tenure, he has worked in various capacities, as a Client Relationship Manager, Investment Counselor and Retirement Education Consultant. He has worked with clients on creative plan design, non-discrimination testing failure repair, qualified and non-qualified executive plans, and many
complex ERISA related projects. He currently serves as Director of Client Services and is involved in every aspect of the client management process. In 2002, Jeff achieved his CERTIFIED FINANCIAL PLANNER™ certification through Boston University.
