Jeffrey S. Peller, CFP, CPA, MTAX, CEPA

Title:CEO & President, Cherry Bekaert Wealth Management

Education:Bachelors of Science in Accounting, Syracuse University; Masters of Taxation, Georgia State University

Jeffrey S. Peller

With more than 25 years of wealth management and financial planning experience, Jeff is the CEO & President of Cherry Bekaert Wealth Management. He specializes in the unique needs of Entrepreneurs, Business Owners & Leaders to help them get what they want out of their business and life.

Jeff has extensive experience in all areas of wealth management including asset management, asset protection, wealth transfer, cash flow planning, personal CFO services and exit planning for business owners. He views his role as helping people confident decisions to take action and to make an IMPACT with their REAL wealth.

In addition to serving as the CEO of Cherry Bekaert Wealth Management LLC (CBWM), Jeff also is a member of CBWM ‘s Investment Committee Chair, a member of the CBWM Policies Committee, and a member of CBWM’s Board of Managers. Jeff is also a Partner of Tax Services offered through Cherry Bekaert LLP and serves on the firm’s Retirement Plan Committee.

Industry Expertise

  • Business Owners & Corporate Executives
  • Estates, Gifts & Trust Planning
  • Financial & Retirement Planning
  • High-Net-Worth Family & Individuals
  • Investment Management & Advisory Services
  • Transaction Advisory Services