Jeff Kendall Zoller, CLU®

Financial Advisor

Professional

Jeff Zoller followed in the footsteps of his father, who began his career with the Northwestern Mutual in 1957, by becoming a Financial Representative in 1989.  After seven years with The Stone Network Office in Boston, Jeff returned to Central New York, where he was brought up, and became Managing Director of the local district network office. In March 2010, Jeff stepped down as the Managing Director to concentrate on the relationships that he has developed with his clients throughout his 20 year career.

The elder Zoller always taught Jeff, “work hard and do the right thing”, and these values are at the heart of his philosophy. The office has developed its own network of specialists, captured many company and industry rewards, and continues to grow. Jeff, his father, and his sister, Holly Gigliotti, together have more than 100 years of experience at Northwestern Mutual.

 



Qualifications

Jeff Zoller has earned the Chartered Life Underwriter (CLU®) professional designation, which is one of the highest level of studies in the life insurance profession.

 


Associations and Memberships

Jeff Zoller is the current President of the Mohawk Valley's local chapter  of the National Association of Insurance and Financial Advisors,  as well as a member of the Mohawk Valley Life Underwriters Association.

Jeff Zoller is also a member of the Empire State Forest Products Association (ESFPA), www.esfpa.org. As a member of the ESFPA, Jeff has taken an active role in promoting the health and management of New York’s forests and improving the business climate of the forest products industry.

In addition, Jeff Zoller is also a member of the New York State Motor Truck Association, www.nytrucks.org,  and the International Milk Hauler Association (IMHA), www.milkhauler.org, where he helps their members with financial services as well as business success planning and employee benefits.

Years of Experience

Representing Northwestern Mutual since 1990.

Education

Degree Major Institution
Bachelor of Arts Environmental Science Hartwick College

Awards and Recognition

 

Million Dollar Round Table Life Member 2015-2018

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying Member 2000-2008

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2009-2014

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2014

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1993, 2002-2006, 2008-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 1996

Award recognizing performance

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck