Dynamic. Informative. Insightful. Thought Provoking. Passionate. Timely. Impartial. These are some of the words used to describe Jeff Bush’s unique ability to decode difficult and confusing tax and fiscal information coming out of Washington. He simplifies this information for his audience and provides practical and usable takeaways that they can implement in their businesses.
Jeff is, as a colleague of Andy Friedman and an integral part of The Washington Update, the industry thought leader that guides domestic clients through the complex and ever-changing political and tax environment and helps international audiences understand United States politics. Jeff does more than 300 presentations yearly in the US and abroad to a client base that includes Merrill Lynch, Morgan Stanley Smith Barney, Fred Alger & Company, Edward Jones, Ameriprise Financial, LPL, Raymond James, Sun Trust, US Trust, Eaton Vance, Prudential, Transamerica MetLife, and Lincoln Financial Group and many others.
Jeff is a 27-year veteran of the financial industry. During a 10-year career at Merrill Lynch he was responsible for serving 7,500 financial advisors in the western United States by providing creative investment strategies and effective risk mitigation approaches. By the end of his career on Wall Street, he was managing a $50+ billion business. Before that, Jeff was the youngest managing partner in the 150-year history of New England Financial, an investment and tax risk consulting firm. He began his career at Principal Financial Group, where he handled complex underwriting issues before moving into the areas of research and development. Jeff is the recipient of numerous national awards for his leadership, sales and business growth.
An Eagle Scout, Jeff holds a Bachelor of Science degree in Business Administration/Management with emphasis in accounting and philosophy from William Jewell College. A licensed pilot, he was a founding member of the Tulsa Air and Space Museum where he served on the board of directors and as vice president of education. He is currently a board member of STARBASE, OK, an educational outreach program for the Air National Guard that serves at-risk elementary school children in a three-state radius. In addition, he serves as a member of the Financial Advisory Network for the Experimental Aircraft Association.