Managing Director of Advisor Engagement
Jim Myers is a wealth advisor for Buckingham Strategic Wealth and managing director of advisor engagement for BAM Advisor Services. As a wealth advisor, he takes the time to get to know what’s important to his clients so he can apply evidence-based investment principals and a holistic approach to wealth management that includes investments, saving for retirement, estate planning, philanthropic giving and other elements important to their financial lives. As managing director of advisor engagement for BAM Advisor Services, he focuses oversees the departments that help to onboard and support new and emerging BAM ALLIANCE member firms.
Prior to joining BAM, 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.