Jeff Newman specializes in the art of financial preservation. His philosophy is simple but profound: “It’s not about what you make; it’s about what you keep.” As Director at Phylax Legacy Advisors, Jeff focuses on tax-efficient life insurance design and sophisticated management strategies that support legacy goals for affluent individuals and families.

Jeff graduated from the University of Florida in three years and completed his MBA degree in Finance from the University of Miami at the age of 22.

Jeff’s career began as an investigator for FINRA, a role that instilled in him a meticulous eye for detail and a deep understanding of financial transparency. He later served as the COO of a prominent private wealth office in his hometown of Miami.

Jeff moved to North Florida to start a family. He became the Team Lead for High-Risk Regulatory Reporting at Deutsche Bank, responsible for complex disclosures to the Federal Reserve and the European Central Bank.

He has served on the Boards of The Association for Corporate Growth, The Estate Planning Council of Northeast Florida, and was most recently the Chairman of the Atlantic Beach Pension Board.

When he’s not working, you’ll find him at the ballpark coaching little league or “setting down roots” on the Ponte Vedra Inn and Club golf course.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.