Jeffrey Roche, NSSA® Advisor · Boston, MA
Jeffrey Roche
Wealth Planning Specialist, Manulife John Hancock Investments
Professional Profile
Jeff Roche is Wealth Planning Specialist with Manulife John Hancock Investments. His end goal is to help financial advisors improve their client’s experience in reaching their financial goals. A financial advisor wears many hats. They make many choices, leading to many outcomes. The one choice they don’t have to make regarding Social Security & Medicare is business efficiency or client satisfaction. Through educational programs, personal consultations, proactive topical updates & client facing meetings, Jeff helps advisors enhance customer expectations without sacrificing business efficiency. Jeff is a National Social Security Certificate Holder. The knowledge obtained through NSSA® Certificate Program, in conjunction with adherence to the NSSA® standards of excellence, continuing education, and access to ongoing support, enables those who earn the Certificate to perpetually stay at the top of their game for Social Security consulting. Jeff also assists financial advisors in incorporating Medicare as part of their comprehensive financial plans. Medicare Planning has taken off in recent years to the point where almost 75 percent of advisors are considering adding Medicare planning to their practice. Prior to working as a 529 Specialist where he specialized in gifting, estate planning and financial aid, Jeff worked as an Internal Wholesaler with John Hancock Investment Management from 2012 to 2014. Before John Hancock Investment Management, Jeff spent 6 years working at MFS Investment Management. In addition to working in financial services, Jeff has also worked in Real Estate and Insurance. When he is not helping advisors improve their client experience, Jeff dreams of making people laugh through stand-up comedy. However, his wife Alicia and daughter Mia don’t think Jeff is as funny as he thinks he is.
As a holder of the NSSA® Social Security certification, Jeffrey Roche brings specialized knowledge of Social Security planning to every client relationship.
Disclosure
This material does not constitute tax, legal, or accounting advice, and neither Manulife John Hancock Investments nor any of its agents, employees, or registered representatives are in the business of offering such advice. It was not intended or written for use, and cannot be used, by any taxpayer for the purpose of avoiding any IRS penalty It was written to support the marketing of the transactions or topics it addresses. Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.
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