Jeffrey Gallo
Senior Vice-President, Life Insurance
Jeffrey Gallo is the Senior Vice-President of Bradley & Parker’s life insurance division.
Mr. Gallo is a recognized expert in the areas of income tax mitigation, insurance, estate and business continuity planning for affluent individuals, families and business professionals within the United States and abroad. He has significant knowledge in the implementation of rarely utilized insurance and next generational planning strategies.
Throughout his career Mr. Gallo diversified his business strategy to include international succession and financial planning for his U.S. clients, non-U.S. clients, and multinational corporations. He has an established global network and has refined his turnkey planning approach to accommodate clients’ evolving lifestyles and objectives no matter where they are located.
Mr. Gallo frequently lectures to many prominent accounting firms, law firms and independent financial firms within the United States and in Europe on topics that include the application of estate planning strategies (domestic and international), business continuity planning, U.S and international life insurance strategies, the Foreign Account Tax Compliance Act (FATCA) and Regulation (EU) No. 650/2012, more commonly referred to as Brussels IV.
Jeff studied Systems Engineering with a pre-law emphasis at the U.S. Military Academy at West Point where he played for the varsity ice hockey program. In addition, he is a Certified Estate Planner from his studies at The American Academy of Certified Estate Planners and became a Chartered Life Underwriting (CLU) from his studies at The American College.
