Providing investment management and trust services has been the professional calling card for Jill Reynolds.
She’s worked in the financial industry for over three decades, and the bulk of that time has been with Commerce Bank and its affiliates. She started at Commerce in 1982 during studies at Missouri State University and worked stints at Springfield Trust Co., now Central Trust Co., and at BKD Wealth Advisors, before rejoining Commerce in 2007 on the trust side.
Her responsibilities are vast as vice president, private client adviser and team leader, but Reynolds knows she’s not alone.
“I am part of a team at Commerce,” she says. “We take a team approach to allow for various persons, with different areas of expertise, to service the client relationships.”
Reynolds serves as liaison between the client and the Commerce Trust team. In some ways, she’s an architect of financial goals.
“Clients can call me with any needs and if I can’t personally resolve the matter, I call upon the team member who can,” she says. “My goal is to take that information and put structure to it by identifying what it is going to take to get from point A to point B.”
Her portfolio numbers speak to client satisfaction: Between 2016 and 2018, Reynolds has grown her assets under management by 31% to $302 million. And as of midyear, she says her AUM has increased to nearly $360 million. Those clients have a combined net worth estimated at $1 billion, she says, and her work produces annual company revenue of nearly $2 million.
Reynolds says she strives to create long-lasting relationships.
“We stay involved with the client so that as life happens, we push the reset button and start over again with new goals,” she says, noting additional family members often get involved over time. “Our goal is to help younger generations become educated and well equipped to deal with financial matters as they age.”
As a team leader for Commerce, Reynolds manages other private client advisers and the administrative staff in the Springfield office. Within Commerce, Reynolds has earned firmwide All-Star Administrator awards in 2008 and 2011, and she’s achieved annual sales goal awards eight times. It appears her current four-year run will be extended, as Reynolds notes she’s exceeded 280% of her 2019 sales goal.
To stay sharp professionally, Reynolds is an active member of the Greene County Estate Planning Council and the Greater Kansas City Chapter for Financial Planning. When she was inducted to the Greene County council about 25 years ago, Reynolds says she was one of three female members. Now, roughly half of the 100-member group is women.
She’s a board member for Ozarks Food Harvest and serves on its capital campaign committee, which raised over 100% of its goal to double the food bank warehouse. A past board president for Community Foundation of the Ozarks, she’s currently on CFO’s Coover Regional Grant Committee, which distributes roughly $400,000 in grants a year.
A project that is now hitting its stride on the west side of Bolivar includes a retail strip and storage units.