Jim joined Waddell & Reed in 2009 after an extensive career in commercial banking. Jim is a graduate of the University of Tennessee and remains active in the UT Alumni Association having served as Chapter President and as a representative on UT’s Board of Governors. Jim has also served in leadership roles in numerous civic organizations including the Jaycees, Rotary Club, Chamber of Commerce, United Way and American Red Cross.
Jim’s extensive work and service history, backed by the experience provided by the Waddell & Reed Management Team and our Strategic Partners, provides him with the skills and knowledge to work with small businesses, families and individuals as they pursue their financial goals during the various stages of their business or personal lifecycle. Jim’s primary objective is to develop an ongoing close working relationship with his clients that can enable them to develop and implement a strategic financial plan tailored to their unique wants, needs and circumstances.
Jim currently lives in McMinnville, TN. and works from the Franklin, TN. office. He currently services clients over a wide geographic area and will travel to meet prospects and clients at a site of their choosing. Referrals are an integral part of his business and are always greatly appreciated.
Waddell & Reed is not affiliated with any organizations listed herein.