Jeffrey Carey - CFBS in

Jeffrey Carey - CFBS

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Senior Partner & Managing Director at Commonwealth Financial Group
📍 Boston, Massachusetts, United States

Jeffrey Carey is a Senior Partner and Managing Director at Commonwealth Financial Group, where he specializes in comprehensive wealth management. A Certified Family Business Specialist (CFBS), he was recognized by Forbes as a 2026 Best-in-State Top Financial Security Professional for Massachusetts.

Outside of work, Jeffrey lives in Rochester, MA, with his wife and two children. He is an active family man who enjoys spending his personal time golfing, boating, and traveling.

He provides a single-source solution integrating personal, business, and estate planning with tax mitigation strategies.

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Experience
24 Years
Current Role
Senior Partner & Managing Director
Job Level
Senior
Location
Boston, Massachusetts, United States
Personality Overview

How Jeffrey shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jeffrey cares about

Family Business Planning
As a Certified Family Business Specialist (CFBS), he focuses on the unique financial needs and complexities of family-owned enterprises.
Integrated Wealth Strategy
His approach centers on unifying personal, business, and estate planning to address complex financial situations for professionals and business owners.
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Career

Work history

2014
Senior Partner & Managing Director
Commonwealth Financial Group
2010 - 2012
President
Business Network International
2009 - 2014
Partner
Commonwealth Financial Group
2008 - 2009
Key Account Manager / Odwalla Inc.
The Coca-Cola Company
2005 - 2008
District Sales Manager / Odwalla Inc.
The Coca-Cola Company
In the press

Media appearances

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Education
1996 - 1997
Bachelor's Degree
University of Massachusetts Dartmouth
1994 - 1995
Associate's Degree
Bristol Community College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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