Jeffrey Holley

Jeffrey Holley Email and Phone Number

Financial Advisor and Portfolio Manager @ Detalus
St. Louis, MO, US
Jeffrey Holley's Location
St Louis, Missouri, United States, United States
Jeffrey Holley's Contact Details

Jeffrey Holley work email

Jeffrey Holley personal email

n/a
About Jeffrey Holley

I hope to inspire others who want to take control of their financial well-being and future. I work with individuals, families and business owners who are serious about creating a plan to achieve their financial goals. My job is to educate, guide and manage clients who are too busy dealing with everything that life throws at them. I do not try to beat indices or hit homes. My firm, Detalus, manages money with risk in mind first. We manage portfolios within predefined risk parameters, which allows our clients to sleep comfortably at night. Outside of work I am actively involved in the community and enjoy staying active.

Jeffrey Holley's Current Company Details
Detalus

Detalus

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Financial Advisor and Portfolio Manager
St. Louis, MO, US
Website:
detalus.com
Employees:
13
Jeffrey Holley Work Experience Details
  • Detalus
    Financial Advisor And Portfolio Manager
    Detalus
    St. Louis, Mo, Us
    View
  • Detalus
    Financial Advisor & Portfolio Manager
    Detalus Mar 2013 - Present
    Greater St. Louis Area
    View
  • Edward Jones
    Investment Service Specialist Ii
    Edward Jones Apr 2011 - Mar 2013
    View

Jeffrey Holley Skills

Investments Finance Portfolio Management Series 7 Wealth Management Mutual Funds Securities Asset Allocation Retirement Planning Financial Analysis Strategic Financial Planning Credit Asset Management Fixed Annuities Equities Financial Modeling Banking Credit Analysis Fixed Income

Jeffrey Holley Education Details

Frequently Asked Questions about Jeffrey Holley

What company does Jeffrey Holley work for?

Jeffrey Holley works for Detalus

What is Jeffrey Holley's role at the current company?

Jeffrey Holley's current role is Financial Advisor and Portfolio Manager.

What is Jeffrey Holley's email address?

Jeffrey Holley's email address is jh****@****lus.com

What schools did Jeffrey Holley attend?

Jeffrey Holley attended University Of Missouri-Columbia.

What skills is Jeffrey Holley known for?

Jeffrey Holley has skills like Investments, Finance, Portfolio Management, Series 7, Wealth Management, Mutual Funds, Securities, Asset Allocation, Retirement Planning, Financial Analysis, Strategic Financial Planning, Credit.

Who are Jeffrey Holley's colleagues?

Jeffrey Holley's colleagues are Joseph Garea, John Smith, Cheryl Anthony, Betsy Ross, Steve Rull, Alexander Walker Cfp®.

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