- Financial Services
- Board Members
A Fortune Will Flow Through Your Hands.
What Will You Have To Show For It?
Visit our Investment Representative for a complimentary consultation.
Jeffrey R. Holley, Vice President & Financial Advisor
Detalus Advisors: (800) 595-1814 ext. 409
Jeff is committed to working alongside clients to help identify and achieve their financial goals. He conducts investment research while also serving on Detalus’ Investment Committee. In addition to his advisory-based roles, Jeff executes trades, maintains option orders, and monitors the overall client allocation process. He is dedicated to ensuring his clients feel confident and comfortable with their financial future. Prior to joining Detalus in 2013, Jeff worked at Edward Jones where he most recently served as an Equities Investment Specialist, primarily involved in conducting research and providing solutions to Financial Advisors. Jeff earned a Bachelor of Science degree in Business Administration from the University of Missouri – Columbia.
Jeff is an active member of Marian Middle School’s Finance Committee. He also serves on the Kirkwood Civilian Pension Board. He spends his free time with his wife, Amy, and two little boys, Harrison and Hunter. Jeff can also be found on the golf course when time allows.
We do not have our own family of investments.
Therefore, our advice to you is independent and unbiased.
We do not place your investments into preconceived allocations.
Therefore, your portfolio is customized based on your unique circumstances.
Your account is actively and continuously monitored.
Therefore, you won't become concerned that we are not always paying attention.
We service all relationships personally.
Therefore, we do not employ a call-center under any circumstances.
We provide comprehensive Investment Management services.
Therefore, your current financial situation, needs and goals are fully understood before we recommend individual strategies to help you reach your goals.
Investment advisory services offered through Detalus Advisors, LLC, an SEC Registered Investment Adviser. F&M Bank is neither an affiliate or subsidiary of Detalus Advisors. All advisory services offered by Detalus Advisors are (a) not insured by the FDIC or any other government agency, (b) not a deposits or obligation of the Bank, (c) not guaranteed by the Bank; and (d) subject to investment risks, including possible loss of principal invested. This site is for informational purposes only and is not intended to be a solicitation or offering of any security.