Jim joined Stephens Private Client Group in 2012 and has been a trusted consultant for more than 45 years, bringing a disciplined approach to wealth management. He considers it essential that his clients have a clear understanding of the planning and investment process. Jim says, “Wealth management requires that an advisor take a holistic and custom approach to developing a financial plan. It’s my priority to understand my client’s goals and aspirations so I can develop such a plan.”
Molly Saxon, a registered sales assistant since 2001 with over 20 years of experience, supports Jim.
Prior to joining Stephens, Jim was a financial advisor and branch manager at Dean Witter and its successor, Morgan Stanley.
Jim attended the U. S. Naval Academy and holds a Bachelor of Science in Mathematics from the University of Central Arkansas. He also completed Stephens University, an advanced wealth management program offered through Wake Forest University.
Jim and his wife, Gwyn, live in Fayetteville, Arkansas.