Having served individuals and families for 14 years as 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 a Managing 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. He leads the advisory teams in Buckingham’s Casper, Dallas, Denver, Houston, Irvine, Lincoln, Palo Alto, Santa Rosa and Scottsdale offices.
Prior to joining Buckingham, Jim was a financial advisor at a large brokerage firm and spent four years in management consulting at Deloitte and Accenture.
Jim earned his bachelor’s degree from Truman State University in Kirksville, Missouri.