Edward Jones - Financial Advisor: Jim Waterman, CFP®|AAMS®|CRPC™

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Jim Waterman is a Certified Financial Planner (CFP®) and financial advisor based in Plano, Texas. He specializes in retirement planning, education savings strategies, and tax-smart investing. Jim believes in the importance of face-to-face conversations to understand clients' financial goals. He provides personalized financial guidance to individuals and families, helping them navigate their investment options and prepare for future milestones.

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