what we do
Financial Planning * Charitable Planning
A Certified Financial Planner™ practitioner, Jeff Towery has been helping his clients navigate the complexities of their financial world for over thirty years. Understanding that every client has unique goals and challenges, he draws on his knowledge, experience and disciplined process to tailor his financial planning and advice to each one’s specific needs, with a focus on strategies designed to minimize risk.
Jeff began his financial services career in 1982 in Bellevue, WA, moving to Boise in 1987 to assist West One Bank Trust Department in developing financial planning services for their affluent clients. Through various mergers and acquisitions, Jeff became an Investment Advisor and eventually a Branch Manager at Piper Jaffray/UBS Financial Services. He joined MorganStanley SmithBarney in 2009 as Senior Vice President-Wealth Management, and Financial Advisor.
Jeff is a founding board member of the Open Arms Home for Children orphanage in Komga, South Africa and a board member of the Boys and Girls Club in Nampa, Idaho. He enjoys spending his free time with his wife, Cheryl, their three children and one grandchild as well as hunting, fishing, mountaineering, cycling and running in the great outdoors of Idaho.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.