James R. Waters

Managing Director @The Mather Group, LLC

Houston, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2020 — Present

Managing Director @The Mather Group, LLC

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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

1976 — 1980

Clarkson University

B.S., Civil Engineering

1982 — 1984

University of Houston - MBA

MBA, Concentration in Finance

SKILLS

InvestmentsRetirementStrategic Financial PlanningFinancial AnalysisTrust ManagementFinancial AdvisoryIra'sPersonal Financial PlannerRetirement PlanningWealth AdvisorComprehensive Wealth ManagementWealth Management ServicesFinancial ManagementEstate Tax PlanningIrasInvestment AdvisoryWealth ManagementFinancial PlanningAsset ManagmentEstate PlanningTrust PlanningCertified Financial PlannerAsset AllocationWealthAsset Management

ABOUT JAMES R. WATERS

As Managing Director, Jim brings more than 30 years of experience in the financial…

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