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JW
Jim White
President at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Pinnacle Financial Group</span>
Experienced financial advisor with 23 years of experience in retirement planning and investment management.
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Location
Tyler, Texas, United States, US
Skills
- Retirement Planning
- Financial Advisory
- Mutual Funds
- Series 63
- Investments
- Show all
Bio
Generated by
Topline AI
Jim White is a seasoned financial professional with 23 years of experience in retirement planning, financial advisory, and investment management. He has held leadership positions at Pinnacle Financial Group and Bank of America, and has expertise in Series 63 and various investment products.
With a strong educational background from The University of Texas at Austin, Jim has developed a deep understanding of financial planning and investment strategies.
As a seasoned expert in the field, Jim has helped numerous individuals and families achieve financial peace of mind through comprehensive planning and guidance.
Experience
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President
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Mar 2001 - Present
Pinnacle Financial Group's mission is to help people navigate the best course to financial peace of mind. We help people to completely plan their financial lives and live their life on purpose.
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Mortgage Lender
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2000 - 2003
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Education
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1979 - 1982The University of Texas at Austin
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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