I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
- Missouri Securities Advisory Panel - 2001
- Springfield/Branson Board of Directors for Big Brothers Big Sisters
- Co-Chairman of "Taste of the Ozarks" for Big Brothers Big Sisters - 2003 to 2007
- Governmental Relations Committee for the Springfield Missouri Chapter of Commerce - 2002 to 2008
- Founding Member of the International Business Council - 2008
- Ozarks Technical Community College Board of Trustees - 2010 to Present
- Missouri Sports Hall of Fame Board of Directors - 2012 to Present
- Bachelor of Science in Business
Missouri State University
University of Missouri
- Senior Portfolio Manager Director
- Senior Investment Management Consultant
- 2009 Barron's "America's Top Advisors: State by State"
- Master's Club
- Director's Club
- 2009, 2010, 2012, 2013, 2014 - Five Star Weatlh Managers
I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate planning issue. Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.
Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.
As a business owner, are you satisfied with your 401(k) plan? Are you interested in a more cost-effective plan? Call or email me to learn more about how I work with business owners to make the right investment decisions for your plan.
Jeff Layman holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, KS, MA, MI, MO, NC, NE, NY, OK, OR, SC, TN, TX, VA, WA, WI;
General Securities Representative;
Investment Advisor Representative;
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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