Jim Dyes

WORK HISTORY

EDUCATION

SKILLS

ABOUT JIM DYES

I believe my success is the result of my ability to serve clients with strategies that are tailored specifically to their personal and business needs. The starting point and most important to me is building trusting relationships. If trust is important to you, let\'s start by connecting on LinkedIn and you can call me at 61••••••37 or email at j•••••••@edwardjones.comMy desire is to create a legacy of helping others reach their important goals in life. I enjoy seeing individuals and families able to send their children and grandchildren to college, personally experience financial freedom, enjoy retirement and pass on a legacy of wealth for future generations and causes.The approach I take is to start by making sure I understand where you are today as well as where you would like to be. Understanding you and what your invested in, as well as why you hold the investments, is so important in the process. Next I take time to educate, then proceed with a process to help you Simplify, Protect, Build and Transfer Wealth.Another aspect of helping others is developing business strategies for employee retirement plans, key employee protection and business owner wealth strategy. If you are a business owner or executive looking for professional advice and guidance, a complimentary strategy session is the next step to determine the right fit.If you are looking for someone to help you navigate your financial future, whether you are recently retired, near retirement or you have changed companies, it is worth a conversation to see if we are a good fit for you. Contact me is at 61••••••37 or you can email me instructions to opt out of Edward Jones commercial messaging and other important disclosures, see