Advisory Team Director
Previously a wealth advisor, Jim Myers knows the importance of creating a holistic wealth management plan based on clients’ values to help them achieve their most important financial goals. Today, as an advisory team director, Jim guides Buckingham Strategic Wealth advisors as they create, implement, monitor and update wealth management strategies that include investments, saving for retirement, estate planning and philanthropic giving.
Jim also guides the process of supporting new Buckingham offices and BAM ALLIANCE member firms by working closely with the departments that assist those advisory teams.
Prior to joining Buckingham, Jim was a financial advisor at a large brokerage firm. Additionally, Jim spent four years in management consulting at Deloitte and Accenture.
Jim earned his bachelor’s degree from Truman State University in Kirksville, Missouri.