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.  

 
 

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 955 New Hampshire wealth managers were considered for the award; 74 (8 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

**The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2015, of the 492 considered for the Women’s Choice Award, 87 were named Women’s Choice Award Financial Advisors/Firms. For more information, please visit http://www.womenschoiceaward.com/.