Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading managers of personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- 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
- Missouri Association of Republicans President - 2008
- Ozarks Technical Community College Board of Trustees - 2010 to Present
- Campaign Treasurer at "Sarah Steelman for U.S. Senate 2012" - 2011 to Present
- Missouri Sports Hall of Fame Board of Directors
- Bachelor of Science in Business
Missouri State University
University of Missouri
- Portfolio Manager
- Investment Consultant
- 2009 Barron's "America's Top Advisors: State by State"
- Master's Club
- Director's Club
- 2012 Five Star Weatlh Managers
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Do questions like these impact your retirement picture: Do I have enough to cover my needs, my dreams and the unexpected? How do today's choices affect others I care about tomorrow? Is there life after work? To learn more about developing a strategy to help you achieve the retirement you envision, call or email.
As Financial Advisors whose focus is on wealth management, we are aware of the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—to talk to us about your business needs, too, call or email us.
Jeff Layman is licensed in the following state(s):
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, KS, MA, MI, MO, NC, NY, OK, OR, TN, TX, VA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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