James R. Waters
Managing Director at The Mather Group
- Role
- Managing Director at The Mather Group, LLC
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About James R. Waters
As Managing Director, Jim brings more than 30 years of experience in the financial…
Experience
Managing Director
Sep 2020 — Present · Houston, TX, US
Jim has more than 35 years of experience in the financial services industry. In his career as a financial advisor, Jim has navigated numerous changes to tax code, stock market euphoria, and stock market busts. Prior to joining The Mather Group, Jim founded PartnersInWealth in where he focused on bringing straightforward, unbiased advice to financially successful households — bringing them peace of mind, security, and control in their financial future. Jim has been a member of the Financial Planning Association (FPA) since 1987 and the National Association of Personal Financial Advisors (NAPFA), the nation’s largest fee-only professional organization, since 1994.
Education
Clarkson University
B.S., Civil Engineering
1976 — 1980
University of Houston - MBA
MBA, Concentration in Finance
1982 — 1984
Skills
- Investments
- Retirement
- Strategic Financial Planning
- Financial Analysis
- Trust Management
- Financial Advisory
- Ira's
- Personal Financial Planner
- Retirement Planning
- Wealth Advisor
- Comprehensive Wealth Management
- Wealth Management Services
- Financial Management
- Estate Tax Planning
- Iras
- Investment Advisory
- Wealth Management
- Financial Planning
- Asset Managment
- Estate Planning
- Trust Planning
- Certified Financial Planner
- Asset Allocation
- Wealth
- Asset Management
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