Jim Webb

Jim is a 45+ year seasoned financial service veteran, beginning his career in 1979 at Merrill Lynch. He spent 10 years focussed primarily on derivatives and futures before spending the next 19 years working with government, union and large endowment investors. He has an economics degree from FSU and he obtained a CFP through TX A&M. Jim is a devoted husband, father & grandfather of three and he is a founding board member of his church of 24,000 in the Woodlands TX since 1996.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., and is authorized for use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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