Jim Webb, CFP®

Partner

Jim Webb is a seasoned financial services, investment professional of over 39 years. He began his career at Merrill Lynch, Honolulu in 1979 specializing in currencies and interest rate futures. Successful stops since then include roles as an institutional investment management consultant serving over $3B in union pension, private foundation, endowment and Native American assets. He also served as the National Director of Consulting Services for Kemper Securities in Chicago.

Jim and his wife Eileen and their daughter Alyssia moved to The Woodlands in 1993 where Jim was a partner in a $5B investment management firm that sold in 1999, eventually leaving that firm in 2006. He returned to serving mostly individuals in September of 2008. In March of 2018, Jim earned the distinction of becoming a Certified Financial Planner.

His passions include his role as a Board Member of over 22 years at Woodlands Church, his two granddaughters, travel home to Hawaii and the pursuit of the perfect golf swing, swing, and swing.

Phone 2816391448