About James F Weaver
Jim's financial planning and investment management experience is dedicated to the sole purpose of helping clients create, grow, and preserve assets during life’s financial journey. Personally working with each client, a financial plan along with an asset management discipline is tailored, with the aim of helping client’s achieve their goals and dreams.
To help manage the worry that can accompany volatile markets on the road to financial independence, a unique and pragmatic discipline is utilized to help calm nerves in an uncertain and emotional world, all from the safety of our Morgan Stanley offices. Every time a client says “thank you”, the gravity and importance of the guidance provided is realized; this is truly most gratifying.
Securities Agent: WI, WA, VA, UT, TX, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NH, NC, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, IA, HI, GA, FL, CT, CO, CA, AZ, AR, AL, MT; General Securities Representative; Investment Advisor Representative
NMLS#: 1368852