Team

For more information:

Contact us

Or call:

(816) 751-4200

Please remember that email is not secure. Non-public personal and account information such as ACCOUNT and SOCIAL SECURITY NUMBERS should not be sent through email.

Team

Jim Peavey, CFP®, ChFC®

VP, Financial Planner
Direct: 816-627-2767
Email: jpeavey@countryclubbank.com

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

Trust and Investment Services:

  • • Are not insured by the FDIC or any other federal government agency
  • • Are not deposits of, nor guaranteed by Country Club Bank, Country Club Trust Company or any of its affiliates.
  • • May lose value.

Country Club Trust Company (CCTC) is a division of Country Club Bank. 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.

Country Club Bank is an Equal Opportunity Employer