James (Jim) E. Diacon, Cfp, Chfc

James (Jim) E. Diacon, Cfp, Chfc Email and Phone Number

Managing Director - Wealth Advisor @ Council Oak Wealth Advisors
tulsa, oklahoma, united states
James (Jim) E. Diacon, Cfp, Chfc's Location
Tulsa, Oklahoma, United States, United States
James (Jim) E. Diacon, Cfp, Chfc's Contact Details

James (Jim) E. Diacon, Cfp, Chfc personal email

n/a
About James (Jim) E. Diacon, Cfp, Chfc

James (Jim) E. Diacon, Cfp, Chfc is a Managing Director - Wealth Advisor at Council Oak Wealth Advisors. He possess expertise in financial planning, wealth management.

James (Jim) E. Diacon, Cfp, Chfc's Current Company Details
Council Oak Wealth Advisors

Council Oak Wealth Advisors

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Managing Director - Wealth Advisor
tulsa, oklahoma, united states
Website:
counciloakwealth.com
Employees:
6
James (Jim) E. Diacon, Cfp, Chfc Work Experience Details
  • Council Oak Wealth Advisors
    Managing Director - Wealth Advisor
    Council Oak Wealth Advisors Jun 2018 - Present
    Tulsa, Oklahoma Area
    View
  • Ubs
    Vice President - Wealth Management, Ubs Financial Services Inc.
    Ubs Jan 2009 - Jun 2018
    View
  • Merrill Lynch
    Assistant Vice President, Financial Advisor
    Merrill Lynch Mar 1987 - Jan 2009
    View

James (Jim) E. Diacon, Cfp, Chfc Skills

Financial Planning Wealth Management

James (Jim) E. Diacon, Cfp, Chfc Education Details

  • Oklahoma State University
    Oklahoma State University
    Finance

Frequently Asked Questions about James (Jim) E. Diacon, Cfp, Chfc

What company does James (Jim) E. Diacon, Cfp, Chfc work for?

James (Jim) E. Diacon, Cfp, Chfc works for Council Oak Wealth Advisors

What is James (Jim) E. Diacon, Cfp, Chfc's role at the current company?

James (Jim) E. Diacon, Cfp, Chfc's current role is Managing Director - Wealth Advisor.

What is James (Jim) E. Diacon, Cfp, Chfc's email address?

James (Jim) E. Diacon, Cfp, Chfc's email address is ji****@****ubs.com

What schools did James (Jim) E. Diacon, Cfp, Chfc attend?

James (Jim) E. Diacon, Cfp, Chfc attended Oklahoma State University.

What are some of James (Jim) E. Diacon, Cfp, Chfc's interests?

James (Jim) E. Diacon, Cfp, Chfc has interest in Osu Football And Basketball.

What skills is James (Jim) E. Diacon, Cfp, Chfc known for?

James (Jim) E. Diacon, Cfp, Chfc has skills like Financial Planning, Wealth Management.

Who are James (Jim) E. Diacon, Cfp, Chfc's colleagues?

James (Jim) E. Diacon, Cfp, Chfc's colleagues are Ryan Adams, Erica Burgess, Daniel Beutel, Cfp®, Nate Lovelle, Cfa.

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