Jim White

Financial Advisor concentrating on protecting, building, and distributing durable income for your life and legacy

Role
Wealth Manager at Navigation Financial Group
Location
Tyler, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jim White

Wealth Manager with Navigation Financial Group

Experience

  1. Wealth Manager

    Navigation Financial Group

    May 2019 — Present · Tyler, TX, US

    I provide Wealth Management, Retirement Planning and Financial Planning services to individual and business clients. Being a part of Navigation Financial Group and Osaic Wealth, Inc allows me to practice with like minded professionals who strive to best serve our clients. Being part of these groups allows me and my clients access to a living library of financial service practitioners who help make the client experience the best it can be.Securities and Investment Advisory services offered through Osaic Wealth, Inc. Osaic is seperately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth, Inc.

Education

  • The University of Texas at Austin

    BA

    1978 — 1982

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Jim White — Wealth Manager at Navigation Financial Group in Tyler, TX, US | Unifers