Jim Webb

Senior Vice President, Investments

Role
Advisor Shareholder at Stirlingshire
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jim Webb

Jim Webb is a Registered Representative (RR) and a Registered Investment Advisory…

Experience

  1. Advisor Shareholder

    Stirlingshire

    Dec 2023 — Present · US

    Full portfolio creation and management. Financial planning advisory.

Education

  • Florida State University

    Bachelor of Applied Science - BASc, Economics

  • The Wharton School

    Certified Investment Management Analyst, Investments and Securities

    1989

  • Radford High School

    High School Diploma, College prep

    1969 — 1972

  • Florida State University

    Bachelor of Science (B.S.), Economics

    1972 — 1976

  • Florida State University - Herbert Wertheim College of Business

    Bachelor of Arts - BA, Economics

  • East Texas A&M University

    Certified Financial Planner

    2017

Skills

  • Team Building
  • Customer Service
  • Event Planning
  • Investment Management
  • Coaching
  • Large Group Public Speaking
  • Leadership Development
  • Leadership
  • Strategic Planning
  • Business Planning
  • Microsoft Office
  • Marketing Strategy
  • Public Speaking

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Jim Webb — Advisor Shareholder at Stirlingshire in Houston, TX, US | Unifers