top of page
10.png

Jeffrey C. Pleet

Edward Jones Financial Advisor with a Chartered Financial Consultant & a Chartered Life Underwriter designation

  • LinkedIn

Meet Jeff

A part of the Edward Jones Oak Harbor team since 2009, Jeff is a Chartered Financial Consultant and a Chartered Life Underwriter. His over 40 years of experience has focused on delivering extraordinary personal services including wealth strategies, preservation and multigenerational planning to meet his clients personal or institutional goals. 

He is an active member of the Northwest Washington Estate Planning Council, an interdisciplinary organization for estate planning professionals in Northwestern Washington. 

Jeff’s passion for making a difference is evident in his broad involvement with diverse community organizations. He is currently serving as president of the Oak Harbor Chamber of Commerce Board and board secretary of the Economic Development Council of Island County. He’s extremely proud of his past involvement with the Skagit Valley College Foundation, serving as president for several years. 

He lives on Fidalgo Island with his wife Cynthia Casey and two of their children. They have a full house including two poodles [Ruth and Juno] and two cats [Moogy and Mr. Biz] 

bottom of page