Jeffrey Pierce

Jeffrey Pierce serves as Director of Operations, overseeing Evertern Wealth’s daily operations and client service processes. With more than 35 years of experience in the financial services industry, Jeff brings deep institutional knowledge and operational discipline that support consistent, high-quality client service.

Jeff has worked with this advisory team for over two decades, playing a central role in building and maintaining the operational framework that supports the firm’s wealth management platform. His responsibilities span all aspects of client operations, including account onboarding and maintenance, beneficiary and entitlement reviews, securities processing, cash management and wire activity, and oversight of client digital access and reporting.

Prior to joining the team, Jeff served as a Vice President at a large Wall Street firm in Southwest Florida, where he gained experience in brokerage operations, client service management, and firmwide operational processes. He is a graduate of the University of South Florida.

Jeff has resided in Southwest Florida for more than 40 years and brings a strong local perspective alongside his institutional background. Outside of work, Jeff enjoys fishing, scuba diving, and spending time outdoors. He is also an avid aquarist and values time spent with his wife Dawn, family and friends.