A Team You Can Trust
Meet Our Team
Jeffrey M. Costa, CFP®
Assistant Vice President, Trust and Investment Officer
Jeff cites his entrepreneurial spirit and strong financial background as the source of his passion to create “custom solutions that improve the lives of my clients and their families.”
It is with this energy that Jeff delivers investment management and financial planning advice and carries out his fiduciary responsibilities for First County Advisors.
“Connecting, supporting and guiding people— being a friend who finds common ground— is a key part of my job,” he explains. Long-time clients seem to agree: “Jeff has tremendous, in-depth knowledge of investments and market information. He has always kept us well informed and is available for calls anytime.” Another simply said, “He is the most helpful and personable advisor.”
Working in financial services his whole career, Jeff can “relate to people and understand objectives in all stages of life.” Whether it’s a young family looking to build and expand a portfolio or retirees seeking financial security and a legacy for their heirs, Jeff is serious about his commitment to protect his clients and ensure their financial strategies meet expectations.
Prior to joining the First County Advisors team, Jeff’s experience in financial planning instilled strong discipline—reinforcing the value of consistent communication. More-over, his keen eye on the changing financial markets and use of the latest data analytics and technology help clients understand their progress against individual objectives and boost their confidence.
Outside of work, Jeff is equally active. Feeling at home by the mountains and in the water, he is an avid snowboarder and paddle boarder.
A graduate of the University of Connecticut with a degree in economics and political science, Jeff is also a Certified Financial Planner (CFP®). He and his family live in Norwalk by the water, where both are active in their neighborhood association.