Jeffrey Wealth Management

CONNECT

Address:

2250 Murrell Road, Suite A
Lynchburg, VA 24501

Phone:

(434) 509-4402,Toll-Free: (866) 520-6011

Fax/Other:

(434) 658-7993

Jeffrey W. Myers, AAMS ®

Jeffrey W. Myers, AAMS ®

Founder & Managing Director

I started in the financial services industry in the fall of 1998 after graduating from Kelley School of Business at Indiana University. The marketing program, from which my degree was earned, was ranked 2nd in the United States. With a marketing degree from Kelley School of Business and during the economic boom of the late 1990's, finding a job was less than challenging. After being offered nine different positions in eight different industries, I decided to take a more challenging route. I wanted to start my own financial planning practice which meant foregoing a salary, benefits, expense accounts and everything else a typical college graduate has in mind when looking for a job. I wanted to be my own boss.

After a great start helping clients and having proven leadership and training ability, I was elevated to leadership roles which were normally held by individuals more than twice my age. I accepted and excelled in these roles and learned a great deal about how to help people develop, monitor and achieve financial success. l had continued success and was recruited by several different companies over the next six years. However, I always felt as though there was something missing.

Fast foward to the fall of 2014 and I realized what I was missing. It was my initial professional goal right out of college: Being my own boss, owning my own financial planning practice, being completely independent and unbiased in the advice I offer clients to help them acheive their goals. Not having a corportate entity telling me what I can and cannot offer to clients, what is right or wrong for my clients who this entity does not know. Being able to help my clients decide what is best for them without the biased and all too often flawed input of a corportate entity. Being completely independent. Completely unbiased. Being able to choose any product or service in existence to offer my clients based solely on what is best for them. JEFFREY WEALTH MANAGEMENT is the result of 20years of seeing different ways of doing business and coming to the realization of how you help clients the right way..

I look foward to helping you create, monitor and achieve your financial goals by utilizing my fifteen years of experience and allowing our team at Jeffrey Wealth Management to serve you.

Phone 434-509-4402
Fax (434) 658-7993
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck