Jeffrey L. Corliss, CLU^®, ChFC^®, CASL^®, CFP^®

Jeffrey L. Corliss is a seasoned Managing Director and Partner at RDM Financial Group, a prominent member of the Hightower Advisors network. With over 35 years of comprehensive financial service experience, Jeff possesses a deep understanding of both management principles and direct client interactions. He firmly believes in the power of comprehensive wealth planning as the cornerstone for guiding clients toward their long-term financial objectives.

Prior to his tenure at RDM Financial Group, Jeff served as the Financial Planning Director at Barnum Financial Group, a financial services institution in Connecticut. There, he played a pivotal role in establishing and leading the Wealth Strategies Division, overseeing a dedicated team that provided tailored financial plans and recommendations to the client base of more than 150 financial representatives. Jeff's commitment to excellence extended beyond his immediate responsibilities, as evidenced by his two terms on MetLife's National Quality of Advice Committee, where he contributed to monitoring and reviewing the quality of financial plans delivered to clients nationwide.

Throughout his career, Jeff has garnered experience across various facets of wealth management, encompassing roles in leadership, training, and direct client engagement.

An active member of the Financial Planning Association of Connecticut and the Estate Planning Council of Lower Fairfield County, Inc., Jeff remains dedicated to staying abreast of industry trends and best practices. He has previously served on the board of the Financial Planning Association of Connecticut, demonstrating his commitment to advancing the profession.

Jeff's experience and dedication have earned him recognition as a top wealth advisor by prestigious publications such as Forbes and Barron's. Recent accolades include placements on the Forbes 2024 "Best-In-State Wealth Advisor" list and the Barron's 2024 "Top Advisor Rankings by State" list. In 2021, he was honored on Barron's "Top 100 Independent Wealth Advisors" list in America.

Jeff holds a Master of Business Administration degree from Adelphi University and is distinguished by a comprehensive array of professional designations, including the CERTIFIED FINANCIAL PLANNER^® certification, Chartered Life Underwriter^® designation, Chartered Financial Consultant^® designation, and Chartered Advisor for Senior Living^® designation. Additionally, he maintains Series 7, 24, 53, 63, and 65 licenses.