Jeff Messer

Director

+1 (317) 465 1531

Jeff Messer is the director of Baker Tilly Investment Services.

Jeff provides investment advisory services to municipalities throughout Indiana and Michigan and has been doing so for more than 10 years, including assisting municipalities with the investment of their municipal bond proceeds and operating funds.

Experience

Jeff serves as an independent investment advisor in Indiana and Michigan.
His group provides independent advice on investments in excess of $1.3 billion in assets for local units of government throughout Indiana and Michigan; and is responsible for bank analysis and RFPs for banking services for many Baker Tilly clients.
Prior to coming to Baker Tilly, he worked in the banking industry for more than years with an emphasis on public funds banking and investments.

Involvement

Indiana Association of School Business Officials
Indiana Association of Public School Superintendents
AIM
Past speaker at municipal conferences in Indiana and Michigan

Location

Indianapolis, IN

Education

Series 65 certification

Indiana University
Bachelors of Finance

Expertise

Disclosure

View disclosure information about Baker Tilly Wealth Management and its investment advisor representatives on the SEC Investment Advisor Disclosure website.

Investment advisory services are offered through Baker Tilly Investment Services, as a Division of Baker Tilly Wealth Management, LLC, a registered investment adviser. Baker Tilly Wealth Management, LLC is controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2024 Baker Tilly Wealth Management, LLC

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