Accountants & Tax Advisers
Colorado
4 years ranked
INDIVIDUAL PROFILE
Jeff Watkins
High Net Worth 2025
Ranked in 1 practice area
About
Provided by Plante Moran
High Net Worth
Practice Areas
Jeff is a partner in the firm’s wealth management practice. He helps high-net-worth individuals, families, and business owners preserve and maximize their wealth. Jeff holds a B.S. in accounting from Drake University and a J.D. from Georgia State University.
Career
Jeff spends the majority of his time working with the Firm’s wealthiest families with a focus in business succession planning and estate planning.
Jeff has developed and leads the firm’s holistic advisor training for the Wealth Management practice. There are four three-day courses, that are level based and include case studies to help the firm continue to develop great professionals in the Wealth Management arena.
Personal
Jeff and his wife Tanya, have five children, the last of which recently went to college and Jeff and Tanya are learning the new opportunities associated with less children in the home.
Chambers Review
Provided by Chambers
Chambers High Net Worth
Accountants & Tax Advisers - Colorado
Spotlight
Individual Editorial
Jeff Watkins is a partner at Plante Moran.
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Colorado
Jeff Watkins
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