
Jeff Talley
My Information
A graduate of the University of Houston, Mr. Talley has over 27 years of experience as an investment professional. Notably, he managed the TransAmerica Growth and Income Fund to a four-star rating. He currently serves on the Investment Committee of the Trust / Financial Services Division of the Texas Bankers Association. His background in economic research and analysis of equity and fixed income securities provides a solid foundation for developing policy and implementing investment strategies for high net worth clients. In his spare time Mr. Talley enjoys spending time with his wife, Deborah, and their three children at Lake Limestone.
My Expertise
- Asset Management
- Legacy & Wealth Transfer
- Trust Administration
- Trust Planning
My Office
1700 North Valley Mills Drive
Waco, TX 76710
United States