Broker Check
Jeffrey Siegel, Esq.

Jeffrey Siegel, Esq.

Of Counsel

Jeff Siegel has a long and extensive history of helping clients with complex financial, estate and tax planning issues. He has earned a B.A. with High Honors from Clark University, a J.D. from the University of Connecticut School of Law, and an LL.M. in Taxation from the New York University School of Law. Jeff is admitted to the Massachusetts and Connecticut Bar as well as being admitted to practice before the US Tax Court and the US Supreme Court. Jeff's work experience includes acting as a Trust Officer for a major US Trust Company and as a Bank Vice President working with high net worth clients in the areas of financial and estate planning.

Jeff has been an amazing resource for the clients of Ridgeline Financial Partners and Daury Wealth Management to talk through estate planning decisions and to address legal considerations.

Jeff is a long time Western Mass resident. He has been an active member of the volunteer community serving with several non-profit organizations, including acting as a founder of the Northampton Jazz Festival. He has been an adjunct professor and lecturer at several area universities. Outside of the office, you might see Jeff playing bass in the local rock band AXIS, or you may know him as the host of his long running jazz blog and award-winning podcast, “Straight No Chaser - A Jazz Show”.