Senior Relationship Manager
Jeffrey (Jeff) Kralovec is a Senior Relationship Manager for the Beacon Pointe Milwaukee office with over 20 years of experience in working with and building relationships with high-net-worth individuals and families, business owners, foundations and individual retirement accounts. Through a personal approach, Jeff guides clients through an entire financial picture and works together to identify what is most important to you, your family, and your unique situation and goals. Once identified, a custom portfolio is designed to help you achieve your unique goals. Through this process, you and your family gain the peace of mind that someone is dedicated to helping you through every stage of your financial life or transition. Jeff has extensive financial services experience and began his career as an Operations Specialist in the Private Client Services Group at Wells Fargo Investments, LLC, and the Strong Private Client Group at Strong Capital Management, Inc. Prior to joining Beacon Pointe, Jeff was a Wealth Manager at Next Generation Wealth Management (which merged with Beacon Pointe in 2021). Jeff graduated from Ripon College with a bachelor’s degree in Economics and was also an active member of the Varsity Basketball Team – which won the Midwest Athletic Conference Championship during his time there. Jeff resides in Milwaukee with his wife, Jen, daughter, and two Vizslas. Outside of the office, Jeff enjoys outdoor activities such as biking, hiking, kayaking, trail running, and traveling with his family.