Steven Jeffrey, CFP^® CIMA^®

Steven’s financial services career began in 1991. Since 1994, he has worked specifically in portfolio and asset management.

His primary role at Central Trust Company is to work with clients to structure and manage customized investment portfolios to meet the client’s individual goals.

Education and Certifications

• Master of Businss Administration, William Woods University
• Bachelor of Arts in Economics, University of Missouri
• CERTIFIED FINANCIAL PLANNER^TM Professional (CFP^®)
• Certified Investment Management Analyst (CIMA^®)

Interests and Activities

Steven has served on a variety of local boards over the years. In his free time, he enjoys spending time with his family & friends. His hobbies include running, tennis, golfing, skiing (water & snow), and following Mizzou athletics. Steven and his wife have four children.