Barry "Stan"
 
Jeffery

Accredited Investment Fiduciary

Stan Jeffery entered the field of financial services in 1972. Stan provides investment advisory consulting, asset management services, financial and state planning for individuals and businesses and offer a variety of products to help individuals and businesses meet their needs.

Stan’s experience and commitment to his clients along with referrals from his clients over the past years, have assisted him in expanding his services Stan has also earned the designation of Accredited Investment Fiduciary (AlF®) and is a member of the Financial Services Institute. His past civic and community accomplishments include former President of the Hoover Chamber of Commerce and Charter Member as well as past President of the Hoover Jaycees. Most recently, he served on the Columbus Life Field Advisory Committee from 2008 – 2010.

Stan has been married to his wife Margo since 1976. They have two children and three grandchildren.