LinkedIn IconFacebook Icon Twitter Icon

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

Managing Director & Partner

RDM Jeffrey Corliss

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 CERTIFIED FINANCIAL PLANNER, Chartered Life Underwriter®, Chartered Financial Consultant®, and Chartered Advisor for Senior Living®. Additionally, he maintains Series 7, 24, 53, 63, and 65 licenses.

Contact Our Wealth Planning Team

Learn how to make our practice a part of your story.

Send Email

10 Wright St. 1st Floor
Westport, CT 06880

Office: (203) 255-0222
Fax: (203) 255-5333
Toll free: (800) 899-3219

6501 Congress Avenue
Boca Raton , FL 33487

Office: (561) 393-8500
Toll free: (800) 899-3219

300 Madison Ave, 29th Floor
New York, NY 10017

Office: (212) 682-2200

Legal & Privacy
Web Accessibility Policy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

© 2024 Hightower Advisors. All Rights Reserved.