InvestorServices at Jefferson Bank: The Faces of Investing

Russ and Kevin are both Mizzou graduates with close ties to Jefferson City. Russ jokingly described himself as “an overconfident young football jock,” so he was certain he’d need to manage his own finances when he got an NFL contract. He has a degree in Personal Finance and earned the CFP® designation. Kevin holds an accounting degree but despises spreadsheets and being stuck in a cubicle. He started out managing IRA accounts and earned the Certified IRA Services Professional certification.

When you have an important medical decision, you get a second opinion, so why not for a financial decision?  We can provide a fresh perspective. With all the upheaval in the financial industry, we see investors who could benefit from more cost efficient and tax-smart strategies. Some need comprehensive financial guidance.

We’re nimble enough to handle all types of investors. We have an open-door policy, and our clients enjoy stopping in for a visit.  We treasure old-fashioned customer service where a handshake still matters.

In a world where AI is becoming ever-present, there are many do-it-yourself investment options available, but we believe people come to us and stay because we are accessible.  When markets are turbulent, communication is crucial and that is why we remain accessible.  We know a personal touch is the best way to stay connected.  Being conveniently located at Jefferson Bank’s main bank at 700 Southwest Blvd, we take pride in knowing our clients have access to us and can depend on us.

Russ C. Bell and Kevin J. Fick

InvestorServices: 700 Southwest Blvd., JCMO | (573) 634-0803
jefferson-bank.com/small-business/investing/investorservices