John T Jeffery - Morgan Stanley

I am a Certified Investment Management Analyst® (CIMA®) professional. The CIMA certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge.

Our mission is to help build a greater level of financial confidence for our clients. We help clients set goals with financial planning and see the plan through with tailored portfolios, professional management and continual monitoring and communication.

Experience, intellectual capital and dedicated personal service to help you meet your life goals