Jim Rees

Jim Rees Email and Phone Number

Wealth Advisor at Stoneway Financial, LLC. @ Stoneway Financial, LLC
addison, texas, united states
Jim Rees's Location
Addison, Texas, United States, United States
Jim Rees's Contact Details

Jim Rees personal email

n/a

Jim Rees phone numbers

About Jim Rees

For more than 25 years, I have been committed to serving my clients with integrity, personal service, responsive communication and a comprehensive approach to financial planning and investment management. I founded Stoneway Financial with the goal of assisting clients in every aspect of their financial lives. Since then, the Stoneway Financial team has built a reputation for excellence in our industry by offering unbiased advice and innovative strategies that help our clients pave the way toward a successful financial future. My firm specializes in personal financial planning, investment management, retirement planning, education funding, tax management, estate planning and risk management. This comprehensive approach to wealth management helps ensure that we create plans designed to protect and increase our clients’ assets and reduce their taxes. I invite you to visit my firm’s website, www.stonewayfinancial.com, to learn more about how we can help you pursue your financial goals and dreams.Registrations: Series 7, Series, 24, Series 63, Series 65This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.Specialties: Customized financial planning and advicePersonalized investment management/portfolio allocationRetirement counseling planningTax PlanningEstate planning strategiesProtection planning/family securityMy mailing address7363 Rock Point Lane, Tyler, TX 757035080 Spectrum Drive, Addison, TX 75001Securities offered through Cetera Advisor Networks LLC. Member FINRA/SIPC (For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above). Investment advisory services offered through CWM, LLC and SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other name entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not be reviewed by Cetera Networks or CWM, LLC as to the accuracy or completeness.

Jim Rees's Current Company Details
Stoneway Financial, LLC

Stoneway Financial, Llc

View
Wealth Advisor at Stoneway Financial, LLC.
addison, texas, united states
Employees:
1
Jim Rees Work Experience Details
  • Stoneway Financial, Llc
    President
    Stoneway Financial, Llc 2007 - Present
    My firm specializes in personal financial planning, investment management, retirement planning, education funding, tax planning, estate planning and risk management. This comprehensive approach to wealth management helps us create plans designed to align with client goals and help guide them through their financial journey. I invite you to visit my firm’s website, www.stonewayfinancial.com, to learn more about how we can help you pursue your financial goals and dreams.Registrations: Series 7, Series, 24, Series 63, Series 65This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.Specialties: Customized financial planning and advicePersonalized investment management/portfolio allocationRetirement counseling planningTax planningEstate planning strategiesProtection planning/family security
  • Stoneway Financial, Llc.
    Lpl Financial Advisor
    Stoneway Financial, Llc. 2007 - 2018
  • Ameriprise Financial
    Financial Advisor
    Ameriprise Financial 1993 - 2007

Jim Rees Skills

Development

Jim Rees Education Details

Frequently Asked Questions about Jim Rees

What company does Jim Rees work for?

Jim Rees works for Stoneway Financial, Llc

What is Jim Rees's role at the current company?

Jim Rees's current role is Wealth Advisor at Stoneway Financial, LLC..

What is Jim Rees's email address?

Jim Rees's email address is ja****@****lpl.com

What is Jim Rees's direct phone number?

Jim Rees's direct phone number is +121447*****

What schools did Jim Rees attend?

Jim Rees attended Henderson State University.

What skills is Jim Rees known for?

Jim Rees has skills like Development.

Who are Jim Rees's colleagues?

Jim Rees's colleagues are Jace Rees, Ellie Lowery.

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