Jeff Layne Email & Phone Number

As a Schwab Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.I can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 937-291-4287 or email me at: jeff.layne@schwab.com.

Listed skills include Investments, 401K Rollovers, Asset Allocation, and Small Business Retirement Plans.

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  Vp-Financial Consultant

  Charles Schwab

  Aug 2002 - Present

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  University Of Cincinnati

  Business