James A. Waters
Financial Advisor @Wealth Strategies, Llc
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WORK HISTORY
Financial Advisor @Wealth Strategies, Llc
Birmingham, AL, US
My greatest satisfaction comes from listening to people\'s stories and having the opportunity to be an active partner in bringing financial independence and prosperity to their lives.\"Jimmy started his career as a Financial Advisor in 1994 at Merrill Lynch, and most recently served as Vice-President Senior Financial Advisor at Ameriprise Financial before joining Wealth Strategies in 2017. He graduated from the University of Alabama at Birmingham with a degree in Finance with a concentration on Investments & Institutions.Jimmy started in the business with the simple notion of trying to make people\'s lives better. He knows that communication, education, and exceptional service are the tools necessary to help his clients create lasting wealth. He firmly believes that a commitment to personalized service, trust, and uncompromising integrity are the foundation of every client relationship.Jimmy lives in Birmingham with his wife, Kate, and their daughter, Virginia. A former collegiate tennis player, Jimmy is an avid golfer, and enjoys running and biking. He and his family are active members of Independent Presbyterian Church, where he serves on the Board of Deacon\'s and the Focus on Faith Committee.FINRA Series 7, 63, & 66 Life & Health licensesSecurities offered through Lion Street Financial, LLC (51••••••00), member FINRA, SIPC. Investment advisory products and services offered through Csenge Advisory Group, an investment advisor registered with the SEC. Lion Street Financial, LLC does not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your
EDUCATION
University of Alabama at Birmingham
Bachelor of Science, Finance concentration on Investments and Institutions
Jefferson State Community College
Bachelor of Science, Business
ABOUT JAMES A. WATERS
Hi there, I’m Jimmy Waters and my goal is to help successful individuals and families free up time and mental energy needed to focus on what they do best. Does this sound familiar.Family, work, & personal time seems to overwhelm your ability to stay caught up with present financial goals, let alone planning for the future. In the event of death or disability, will your family have enough income to meet their needs & plan ahead?You participate in your work retirement plan & have investment accounts outside of work, but you have no idea if they\'ll be enough to sustain the standard of living you desire for retirement. You make reactive decisions in investment accounts vs. proactive goals-based decisions that gives the opportunity to protect profits & take advantage of market downturns.College costs seem uncontrollable; will you have enough for your kids, or will they graduate with a mountain of debt?You don’t know if your parents have a long-term care plan in place or if you\'ll be the long-term care plan.You don’t know what the right portfolio mix of stocks, bonds, & cash should be that may help you achieve your financial goals. You must call your financial advisor (rather than your advisor calling you) to discuss your investments & possible changes.Do you want to:Have a clear & realistic blueprint for making well informed financial decisions?Be fully present for your loved ones & work associates by knowing you’ve planned ahead & have experts guiding you each step of the way?Understand specifically what it\'ll take to step into retirement with confidence and excitement?Know you have a well thought through plan of how college costs will be handled?Know your goals aren’t being compromised while caring for your parents and children?Have more time & freedom to create a better lifestyle?My goal will be to show you how to start implementing solutions to these issues right away.Let\'s talk 1-1. Click \"Schedule now\" below.
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