Jim W.
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Jim W. Email & Phone Number

Founding ShareholderWahl FinancialA Registered Investment Advisory and Fiduciary at Wahl Financial
Location: Phoenix, Arizona, United States 2 work roles 2 schools
1 phone found area 206 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

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Direct phone (206) ***-****
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Current company
Wahl Financial
Role
Founding ShareholderWahl FinancialA Registered Investment Advisory and Fiduciary
Location
Phoenix, Arizona, United States

Who is Jim W.? Overview

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Quick answer

Jim W. is listed as Founding ShareholderWahl FinancialA Registered Investment Advisory and Fiduciary at Wahl Financial, based in Phoenix, Arizona, United States. AeroLeads shows phone signal with area code 206 and a matched LinkedIn profile for Jim W..

Jim W. previously worked as Director at Wahl Financial and Division Executive-Senior Vice President at Bank Of America And Us Bank. Jim W. holds Masters-Economics from University Of San Francisco.

Profile bio

About Jim W.

Wahl Financial, a Registered Investment Advisory and Fiduciary provides institutional clients consulting and advisory services normally available to large institutional clients and ultra high net worth individuals. Jim has 30 years of institutional money management and executive benefits experience. This experience is brought to bear on the target market.Strategic and tactical planning is employed for clients in areas such as; executive compensation; investment management; succession planning; buy-sell; qualified and non-qualified plans through utilization of a broad array of integrated services and products.Jim and his wife Kris participate in Philanthropy.

Current workplace

Jim W.'s current company

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Wahl Financial
Wahl Financial
Founding ShareholderWahl FinancialA Registered Investment Advisory and Fiduciary
2 roles

Jim W. work experience

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

Director

Current
Wahl Financial

Arizona, Oregon, Washington And New Mexico

We provide institutional services, consulting and advisory services normally available only to large corporate entities and high net worth individuals. Jim's 30 year background servicing large institutional money management clients and their executive management groups is deployed for his clients.Strategic planning for; integration of retirement programs; COLI and BOLI Programs; executive compensation; incentive compensation; succession planning; and a broad array of integrated services and products are available to our clients. Jim also participates in Philanthropy.

Jan 2005 - Present

Division Executive-Senior Vice President

Bank Of America And Us Bank

Responsible for Institutional Relationship Management for the Institutional Trust and Investment Divisions of Bank of America and US Bank.

Jan 1985 - Dec 2001
2 education records

Jim W. education

FAQ

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

What company does Jim W. work for?

Jim W. works for Wahl Financial.

What is Jim W.'s role at Wahl Financial?

Jim W. is listed as Founding ShareholderWahl FinancialA Registered Investment Advisory and Fiduciary at Wahl Financial.

What is Jim W.'s phone number?

AeroLeads has found 1 phone signal(s) with area code 206 for Jim W. at Wahl Financial.

Where is Jim W. based?

Jim W. is based in Phoenix, Arizona, United States while working with Wahl Financial.

What companies has Jim W. worked for?

Jim W. has worked for Wahl Financial and Bank Of America And Us Bank.

How can I contact Jim W.?

You can use AeroLeads to view verified contact signals for Jim W. at Wahl Financial, including work email, phone, and LinkedIn data when available.

What schools did Jim W. attend?

Jim W. holds Masters-Economics from University Of San Francisco.

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