Team

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Team

Jim Peavey, CFP®, ChFC®

VP, Financial Planner
Direct: 816-627-2767
Email: [email protected]

Jim Peavey

Jim Peavey is a Vice President and Financial Planner at Country Club Trust Company. He works with individuals and families to provide customized, comprehensive financial planning and client-specific planning solutions.

Jim has served clients in the financial services industry for over 30 years. He began his career at Prudential Insurance and has worked for Edward Jones and Charles Schwab. Immediately before joining Country Club Trust Company, he was a Senior Financial Planner for UMB.

Jim received his bachelor’s degree in management from Park University, is a CERTIFIED FINANCIAL PLANNER®  practitioner and a Chartered Financial Consultant®.* He is a Kansas City Financial Planning Association member and active with the Boy Scouts of America – Heart of America Council.

 

*The mark of ChFC® is the property of The American College of Financial Services and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation. The College can disallow use of the ChFC® if advisors do not adhere to the program’s ethical standards, continuing education, and other requirements.

1 Ward Parkway • Kansas City, MO 64112 • 816-751-4200

Investment products are:

• NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE

Country Club Trust Company (CCTC) is a division of First National Bank of Omaha (FNBO). CCTC does not provide legal or tax advice. For legal and/or tax advice, the services of a competent professional person or professional organization should be sought. Please also note that CCTC does not serve in a fiduciary capacity regarding all services provided such as with respect to custodial services or referrals.

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FNBO is an Equal Opportunity Employer