Jeffrey RobbinsJeffrey Robbins, CFP®
Senior Planner

Jeffrey (Jeff) Robbins is a Senior Planner for the Beacon Pointe Milwaukee office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Jeff has a breadth of experience in the financial services industry, having worked for two related SEC-registered investment advisers based in the Midwest which advised a then newly launched hedge fund, as well as a legacy advisory and separately managed account business.  Jeff managed operations for the hedge fund adviser, and garnered experience in a wide variety of roles including research analyst, relationship management, trading, and supporting compliance functions.  Jeff also owned his own financial and investment advisory practice, located in Brookfield, Wisconsin, for nearly nine years. Before starting his own practice, Jeff’s early industry experience included working for a Milwaukee-based mutual fund service company, as well as an independent financial planning and investment firm in Colorado. Prior to joining Beacon Pointe, Jeff was a Wealth Manager at Next Generation Wealth Management (which merged with Beacon Pointe in 2021).  Jeff received a bachelor’s degree in Political Economy and Finance from Hillsdale College and resides in Waukesha, Wisconsin with his wife and son.  Outside of work he loves spending time with his wife and son, especially outdoor activities in the summer and fall.  He enjoys reading, following the Green Bay Packers and Milwaukee Brewers, and has been an active volunteer in the community.

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