Advisory Team Director
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 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. He leads the advisory teams in Buckingham’s Casper, Dallas, Denver, Houston, Irvine, Lincoln, Palo Alto, Santa Rosa and Scottsdale offices.
Jim also leads Onboarding & Integration, a team that oversees the efforts of ensuring that new offices to Buckingham are supported in a comprehensive way to make the transition as seamless as possible. The Onboarding & Integration team connects these offices with the tools, resources and assistance they need to support their continual growth.
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.