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Jeff Gillette

Jeff Gillette

Retirement Consultant - Retirement Consulting Services

Jeff joined Commonwealth in February 2020 as a retirement consultant. In this role, he provides technical and strategic business support to advisors working with individual IRAs, employer-sponsored IRA plans, and employer-sponsored qualified plans. Prior to joining Commonwealth, Jeff worked as a senior relationship manager at EPIC RPS. Before that, he was a senior retirement plan consultant with The CIP Group/Davinci Capital Management. He graduated from the University of Pittsburgh with a bachelor’s degree in political science and history (pre-law) and then went on to earn his Massachusetts Life, Accident, and Health license. He currently holds the FINRA Series 7 and 66 securities registrations. In his free time, Jeff enjoys playing golf, hiking, and traveling. He is also an avid reader and has made it a goal to read every Pulitzer Prize winner in fiction.