Jeffrey Staley, CFP^®, APMA™

17 Years of Experience as a Financial Advisor

Areas of focus

• Cash Flow Management Strategies
• Sustainable and Responsible Investing
• Retirement Planning Strategies
• Insurance
• Tax Planning Strategies

Qualifications

• CFP^® CERTIFIED FINANCIAL PLANNER™
• APMA™ Accredited Portfolio Management Advisor™

Education

• BS, Finance, James Madison University, Harrisonburg, VA 2003-2007
• College for Financial Planning 2010-2011

Professional associations

• Financial Planning Association
• Young Professionals of Central Virginia

Community participation

• Lynchburg Exchange Club
• Lynchburg Humane Society
• Lynchburg Police Department
• Danville Museum of Fine Arts and History
• The Donna Andrews Invitational
• Visit the Nationial Exchange Club Website
• Visit the Lynchburg Humane Society Website

Interests

• I'm an alumni of James Madison University and I enjoy going back to watch various sports. Additionally, I enjoy all sports related to UNC - GO HEELS!
• I am a member at Boonsboro Country Club and St Ives Country Club where I enjoy playing golf and tennis.
• I enjoy traveling and creating memorable moments with my wife Brittany and our two precious children, Scottie and Greyson.
• We rescued our dog Aela from the Lynchburg Humane society but our love for rescues doesn't stop locally. We adopted a chimpanzee named Samira from Project Chimps. She now lives free of testing in Blue Ridge, Georgia. Her picture is featured in My Photo album.