Jeffrey W. Keefe, AIF®
Senior Financial Advisor, Founding Principal
Jeff has been recognized as a FIVE-STAR Wealth Manager* for six consecutive years (2013-2018). He has also earned the Women’s Choice Award® for Financial Advisors and Firms.**
For more than 25 years, Jeff has helped individuals and families balance the relationship between their finances and their lives. After 13 years as an American Express Financial Advisor, Jeff founded Whole Wealth Management in 2006 with a simple vision: to provide industry-leading advice and unmatched service to every client. He is passionate about helping his clients pursue and enjoy financial well-being, believing in the power it has to help people lead their most fulfilling lives. Through his work in alleviating financial strain for his clients, Jeff helps ease their path to well-being.
Born in Portsmouth and a lifelong resident of the New Hampshire seacoast, Jeff is an active member of the community. He takes pride in improving his hometown and surrounding areas, which is reflected in the projects he has worked on, and recognition he has received. Jeff takes an equally vigorous approach to his leisure time. You may find him running, playing golf, or hiking. Travel and a spirited drive in his sports car are among his favorite activities, as is personal development.
Jeff holds his Series 7, 24, 63, and 66 FINRA securities registrations through Commonwealth Financial Network, as well as state insurance licenses for life, accident, and health insurance. Jeff also holds his AIF® (Accredited Investment Fiduciary®) from the Center of Fiduciary Studies and CLTC (Certified Long-Term Care) designations.
Lynda A. Moores, FPQP™
financial paraplanner qualified professional™,CLIENT RELATIONS MANAGER
Lynda joined Whole Wealth Management in December of 2011. As a Financial Paraplanner Qualified Professional™ and expert client service provider, she ensures that each of our clients has the best possible experience with Whole Wealth Management.
Lynda’s extensive skill set and attention to detail enable her to excel in applying her knowledge and expertise to the benefit of our clients in a variety of ways. She facilitates the transition of new client accounts and financial information to the firm and works closely with Jeff on the development and implementation of our clients’ financial plans. Additionally, Lynda assists clients with questions about their financial planning and all service-related requests. She also ensures that our office is running smoothly and is always in compliance with regulatory standards.
Prior to joining Whole Wealth Management, Lynda and her husband were clients of the firm for several years, so Lynda fully understands the power of financial well-being and is eager to help our clients realize those benefits in their lives. Her experience as a client aids in her ability to anticipate needs, helping shape a truly personal and productive experience for every Whole Wealth Management client.
Lynda earned her Associate’s Degree in education from Ashworth College and the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning.