Steven-Jeffrey

Columbia Office Information

720 E. Broadway
Columbia, MO 65201

Phone: (573) 874-8490

Hours: 8:00 a.m. to 5:00 p.m.

Steven Jeffrey, CFP®, CIMA®, MBA

Senior Vice President & Senior Portfolio Manager

Direct Phone

573-874-8561

Email Address

steven.jeffrey@centraltrust.net

Steven’s financial services career began in 1991. Since 1994, he has worked specifically in portfolio and asset management.

His primary role at Central Trust Company is to work with clients to structure and manage customized investment portfolios to meet the client’s individual goals.

Education & Certifications

  • Master of Business Administration, William Woods University
  • Bachelor of Arts in Economics, University of Missouri
  • Certified Financial Planner Professional (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Interests & Activities

Steven has served on a variety of local boards over the years. In his free time, he enjoys spending time with his family & friends. His hobbies include running, tennis, golfing, skiing (water & snow), and following Mizzou athletics. Steven and his wife have four children.

Our Columbia Team

Amber-Myers

Amber Myers, CTFA, CISP

Vice President & Relationship Manager
Bryan Alee

Bryan Allee, J.D.

Senior Vice President & Chief Fiduciary Officer
Chris-Watkins

Chris Watkins, J.D.

Vice President & Relationship Manager
Dave Stepanek

Dave Stepanek

Executive Vice President & Chief Operating Officer
Denny-Lachcik

Denny Lachcik, MBA

Vice President & Portfolio Manager
Greg-Berg

Greg Berg, CFA, CAIA, MBA

Senior Vice President & Senior Portfolio Manager
Greg Jones

Greg Jones, J.D.

Senior Vice President & Relationship Manager
Hamilton-Trinidad

Hamilton Trinidad, AFIM®, APMA®, AWMA®, CMFC®

Senior Vice President & Senior Portfolio Manager
Jan Witherwax

Jan Witherwax, CTFA

Assistant Vice President & Relationship Manager
John-Bailey

John Bailey, CFP®

Senior Vice President & Wealth Management Advisor
John Stringer

John Stringer, CFP®, CTFA

Assistant Vice President & Relationship Manager
Julie-Firmand

Julie Firmand, CRPP™, AIF®

Retirement Services Officer
Keith-Schawo

Keith Schawo, CTFA

Executive Vice President & Columbia Market Executive
Kim Schwend

Kim Schwend, CISP

Assistant Vice President & Relationship Manager
Sarah-Hanneken

Sarah Hanneken, CTFA

Vice President & Relationship Manager
Steven-Jeffrey

Steven Jeffrey, CFP®, CIMA®, MBA

Senior Vice President & Senior Portfolio Manager
Teresa Douglass

Teresa Douglass, J.D., LLM, CPA

Senior Vice President & Senior Fiduciary Officer