Insight-based advice

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Jeff began his career as a financial advisor in 1983 at San Diego Securities in San Diego, California.  A native of Virginia, Jeff moved back to the east coast in the mid-1980’s where he continued to grow his business with Wheat First Securities and later, Smith Barney.   Jeff and his team joined UBS in 2007.    

Early in his career, Jeff was fortunate to be mentored by several industry thought leaders who not only gave him valuable insight into the markets, but more importantly helped him to quickly see the importance of building trust with each and every client.   He realized that the relationships he is fortunate enough to build with clients is what he values most.  He strives to provide stellar service while offering best in class products and comprehensive strategies to help clients achieve their financial goals.     

Jeff graduated from James Madison University in 1982 with a Bachelor of Business degree and has also received the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business. While at JMU, Jeff played football with the JMU Dukes as a defensive back.   The valuable lessons he learned playing football - lessons about teamwork, hard work, focus, perseverance, and dedication - are disciplines he carries through to every area of his life to this day.  

Jeff was previously on the Board of Trustees at George Mason University and was Chair of the Investment Committee.  He also was a member of the Board of the College of Business at James Madison University. 

Jeff and his wife, Tracey, live in McLean, Virginia.  While Virginia is home, they also enjoy spending time at their condo in Stuart, Florida.  They have five children: sons Reilly, Julius, and Jonah (deceased), and daughters Emily and Reagan, as well as four grandchildren who they adore.   The Carltons love to entertain and enjoy hosting gatherings with family, neighbors, and friends.   

• Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

• James Madison University, Bachelor of Business Degree

• Certified Investment Management Analyst®

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Tom Clark joined The Carlton Group in 2014 and focuses on providing the highest level of service to clients. Prior to UBS Tom worked for ING Financial Partners following his graduation from Bentley University where he received his Bachelor of Science majoring in finance with a minor in law. During his time at Bentley Tom further developed his skills and interest in finance and investing outside of the classroom by becoming a member of the Bentley Investment Group, and completing an internship at a hedge fund. Tom is a native of Virginia having grown up in Great Falls and now lives in Reston, Virginia.  Outside of work Tom enjoys skiing and golfing, and is a lifelong Washington Capitals fan.  Tom has his CERTIFIED FINANCIAL PLANNER™ designation and is Series 7, 66, and insurance licensed.

• Bentley University, B.S. Finance, Minor in Law

• CERTIFIED FINANCIAL PLANNER™

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Sharon LaFever is a seasoned client relationship professional. She began working with The Carlton Group in 1987 and brings years of industry experience and knowledge to the team. Sharon is everyone's first point of contact and provides support in all phases of client service, relationship management, and account maintenance. She also assists with the business activities for the team. She focuses on understanding clients' needs and is committed to delivering exemplary service to every client.

Sharon holds the Series 7, 63, 66, and 31 securities licenses.

Outside of the office, Sharon loves spending time with her family and friends. She enjoys cooking and experimenting with new healthy recipes. Sharon is an accomplished photographer. Her love of wildlife and the outdoors shines through in the photos that she takes. Sharon was previously an artist member of the Blue Ridge Arts Council.

Reilly Carlton is the latest addition to The Carlton Group. Reilly started with The Carlton Group in 2023 and brings a unique view of the industry with his degrees and experience in the Biomedical field. In undergrad Reilly studied Physics, Biology and Biomedical Engineering as part of a co-degree between Hampden-Sydney College and The University of Virginia; for his graduate degree he earned a Master's of Science in Biomedical Engineering from George Washington University. Reilly is a Northern Virginia Native having grown up in McLean, and now living in Vienna. He is currently studying for the Series 7 in hopes of following in his father's footsteps of becoming a Financial Advisor.

Outside of work, Reilly loves cooking, skiing, going on road trips and working on combustion engines.

• Hampden-Sydney College, Bachelor of Science in Physics and Biology
• University of Virginia, Bachelor of Science in Biomedical Engineering
• George Washington University, Master of Science in Biomedical Engineering