Jim Webb, Cfp®️ / Senior Vice President, Investments
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Jim Webb, Cfp®️ / Senior Vice President, Investments Email & Phone Number

Senior Vice President, Investments at Woodlands Church
Location: Greater Houston, United States, United States 14 work roles 7 schools
1 work email found @trilogywm.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@trilogywm.com
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Current company
Role
Senior Vice President, Investments
Location
Greater Houston, United States, United States
Company size

Who is Jim Webb, Cfp®️ / Senior Vice President, Investments? Overview

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Quick answer

Jim Webb, Cfp®️ / Senior Vice President, Investments is listed as Senior Vice President, Investments at Woodlands Church, a company with 114 employees, based in Greater Houston, United States, United States. AeroLeads shows a work email signal at trilogywm.com and a matched LinkedIn profile for Jim Webb, Cfp®️ / Senior Vice President, Investments.

Jim Webb, Cfp®️ / Senior Vice President, Investments previously worked as Board at Woodlands Church and Advisor/Shareholder at Stirlingshire. Jim Webb, Cfp®️ / Senior Vice President, Investments holds Bachelor Of Arts - Ba, Economics from Florida State University - College Of Business.

Company email context

Email format at Woodlands Church

This section adds company-level context without repeating Jim Webb, Cfp®️ / Senior Vice President, Investments's masked contact details.

{first}@trilogywm.com
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AeroLeads found 1 current-domain work email signal for Jim Webb, Cfp®️ / Senior Vice President, Investments. Compare company email patterns before reaching out.

Profile bio

About Jim Webb, Cfp®️ / Senior Vice President, Investments

Jim Webb is a Registered Representative and Representative Financial Advisor offering securities and advisory services through Stirlingshire InvestmentsMember FINRA, SIPC.

Listed skills include Event Planning, Business Planning, Microsoft Office, Leadership, and 9 others.

Current workplace

Jim Webb, Cfp®️ / Senior Vice President, Investments's current company

Company context helps verify the profile and gives searchers a useful next step.

Woodlands Church
Woodlands Church
Senior Vice President, Investments
the woodlands, texas, united states
Website
Employees
114
AeroLeads page
14 roles · 50 years

Jim Webb, Cfp®️ / Senior Vice President, Investments work experience

A career timeline built from the work history available for this profile.

Board

Current

The Woodlands, Texas, United States

Leadership

Nov 1996 - Present

Advisor/Shareholder

Current

United States

Full portfolio creation and management. Financial planning advisory.

Dec 2023 - Present

President

J.P. Webb Advisory

The Woodlands, TX

Mar 2013 - 2017

Sales Manager

Woodlands Asset Management, Inc
Sep 2008 - Aug 2010

Ceo

Perseides Partners Llc
2006 - 2008 ~2 yrs

Principal, Director Of Marketing

Davis Hamilton Jackson Associates
1993 - 2006 ~13 yrs

Director Of Consulting Services

Kemper Securities Group
1992 - 1993 ~1 yr

President

Webb-Frisch Corp.

Honolulu, HI

Jun 1977 - Oct 1980

Director Of Food & Beverage

1976 - 1977 ~1 yr
Team & coworkers

Colleagues at Woodlands Church

Other employees you can reach at wc.org. View company contacts for 114 employees →

7 education records

Jim Webb, Cfp®️ / Senior Vice President, Investments education

High School Diploma, College Prep

Radford High School

Activities and Societies: Student Body & Jr. Class President, Debate Team, Potoris

FAQ

Frequently asked questions about Jim Webb, Cfp®️ / Senior Vice President, Investments

Quick answers generated from the profile data available on this page.

What company does Jim Webb, Cfp®️ / Senior Vice President, Investments work for?

Jim Webb, Cfp®️ / Senior Vice President, Investments works for Woodlands Church.

What is Jim Webb, Cfp®️ / Senior Vice President, Investments's role at Woodlands Church?

Jim Webb, Cfp®️ / Senior Vice President, Investments is listed as Senior Vice President, Investments at Woodlands Church.

What is Jim Webb, Cfp®️ / Senior Vice President, Investments's email address?

AeroLeads has found 1 work email signal at @trilogywm.com for Jim Webb, Cfp®️ / Senior Vice President, Investments at Woodlands Church.

Where is Jim Webb, Cfp®️ / Senior Vice President, Investments based?

Jim Webb, Cfp®️ / Senior Vice President, Investments is based in Greater Houston, United States, United States while working with Woodlands Church.

What companies has Jim Webb, Cfp®️ / Senior Vice President, Investments worked for?

Jim Webb, Cfp®️ / Senior Vice President, Investments has worked for Woodlands Church, Stirlingshire, Red Door Realty & Associates, Keller Williams Realty, Inc., and Rhame & Gorrell Wealth Management.

Who are Jim Webb, Cfp®️ / Senior Vice President, Investments's colleagues at Woodlands Church?

Jim Webb, Cfp®️ / Senior Vice President, Investments's colleagues at Woodlands Church include Jill Dillon, Christine Gauthreaux, Nicholas Tinder, Jackson Crawford, and Jami Wilhelm.

How can I contact Jim Webb, Cfp®️ / Senior Vice President, Investments?

You can use AeroLeads to view verified contact signals for Jim Webb, Cfp®️ / Senior Vice President, Investments at Woodlands Church, including work email, phone, and LinkedIn data when available.

What schools did Jim Webb, Cfp®️ / Senior Vice President, Investments attend?

Jim Webb, Cfp®️ / Senior Vice President, Investments holds Bachelor Of Arts - Ba, Economics from Florida State University - College Of Business.

What skills is Jim Webb, Cfp®️ / Senior Vice President, Investments known for?

Jim Webb, Cfp®️ / Senior Vice President, Investments is listed with skills including Event Planning, Business Planning, Microsoft Office, Leadership, Team Building, Coaching, Large Group Public Speaking, and Leadership Development.

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