Jeffrey Strouse
President, Suncoast Prosperity Advisors |Financial and Estate Planning Solutions| at Suncoast Equity Management
About
Jeffrey Strouse is the President at Suncoast Equity Management (SEM) in Florida, overseeing the firm’s wealth management practice. In this role, he provides advanced planning strategies and designs comprehensive financial solutions for high net worth clients, collaborating closely with the firm's financial advisors and portfolio management team. His expertise spans estate and multi-generational planning, retirement income analysis, business succession, executive compensation, and charitable giving strategies, with a strong focus on wealth management for individuals, families, and business owners within public equities and retirement-oriented portfolios.
With over 30 years of experience in the financial, tax, and legal sectors, Jeff previously held leadership roles at UBS as executive director and divisional wealth planning strategist for the Southeast US, and as Planning Director at Smith Barney. He also practiced trust and estate law and worked in the Tax Division at Ernst & Young. He has contributed to two estate planning books and completed a post-doctoral fellowship in wealth strategies.
Jeff holds a Bachelor of Accountancy degree from the University of Mississippi and a Juris Doctor from Capital University. He is a Chartered Retirement Planning Counselor (CRPC) and a Certified Exit Planning Advisor (CEPA), holding multiple securities and life/health insurance licenses. His work is recognized for integrating legal and tax expertise with investment management, concentrating on long-term, tax-efficient equity investments and sophisticated retirement solutions for wealthy clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Suncoast Equity Management, LLC | President, Suncoast Prosperity Advisors |Financial and Estate Planning Solutions| | Jan 2022 to Present | As the President of Suncoast Prosperity Advisors, the wealth management division of Suncoast Equity Management LLC., I have the pleasure of leveraging my 30 years of financial, tax, and legal experien... |
| UBS | Executive Director, Lead Wealth Management Consultant | Wealth Planning Strategist | Jan 2010 to Jan 2022 | Building on the momentum I created in my initial role with UBS, I became Executive Director, Lead Wealth Management Consultant. In this capacity, I managed the responsibilities of 10 wealth management... |
| UBS | Executive Director, Regional Head Product and Services Consulting, Central Region | Jan 2006 to Jan 2010 | I came onboard with UBS as its Executive Director of Regional Head Product & Services Consulting and handled the Regional Consulting Team that covered the central region of UBS. Our team had experts i... |
| SMITH BARNEY | First Vice President, Planning Director, Wealth Management Division | Philanthropy | Trust Services | Jan 2000 to Jan 2006 | As First Vice President and Planning Director of the Wealth Management Division, I worked in direct concert with 44 offices and upward of 1,200 financial consultants to guide clients as regards wealth... |
| Jeffrey B. Strouse & Associates | Practicing Attorney and Owner | Trusts | Estates | Business Planning | Jan 1990 to Jan 2000 | Over the course of a decade, I channeled my entrepreneurial spirit and a bevy of experience as a tax professional and lawyer into my own firm, whereby I focused on trust, estate, charitable, and busin... |
| Ernst & Young | Tax Accountant | Financial Services | Tax Law | Compliance | Customer Service | Data Analysis | Jan 1985 to Jan 1990 | Early in my career, I worked for Ernst & Young as a Tax Accountant, ensuring that my clients’ finances were in compliance with various tax laws while at the same time providing service. I was also res... |
Education
University of Mississippi
Bachelor's degree, Accounting
Capital University Law School
Doctor of Law (JD)
Esperti Peterson Institute - Global Center of Wealth Design
Post-doctoral Fellow
Capital University Law School
Doctor of Law - JD, Law
Others at Suncoast Equity Management (1)
| Name | Role | Location |
|---|---|---|
C Cheeroke Townsend | Co-Portfolio Manager and Equity Research Analyst | Tampa, FL , United States |