Jeff Tooley has over 24 years of experience in the financial services industry. He is a registered investment advisor representative and is Series 7 and Series 66 licensed. He is also a licensed life and health insurance agent.
Jeff received bachelor’s degree Indiana University, Bloomington. He also has a certificate from the Wealth Planning Essentials Program at the University of Pennsylvania’s Wharton School.
Committed to the Community
Jeff has served on the investment committee for the Dubois County Community Foundation for the past 10 years and prior to that served on the Board of the Huntingburg Foundation.
Jeff resides in Huntingburg, IN with his wife Andrea and their two children, Collin and Chloe. In his free time, Jef enjoys being an assistant basketball coach for Southridge High School.
Why Baird?
Jeff Tooley is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.