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Details

General Info

Jim McNair joined First Command Financial Services as a Financial Advisor in December 2011, retiring as a Lieutenant Colonel after a 26-year career in the United States Army. There, he served as a fire support officer in the 75th Ranger Regiment and in 4 tactical divisions, including combat duty in Iraq and staff duty at the Pentagon and in NATO. A graduate of the University of Texas at Austin with a Bachelor of Arts degree in Mathematics and Oklahoma City University with a Master of Business Administration degree, Jim holds Series 7 and 66 securities licenses plus state life and health insurance licenses. Understanding that the single most powerful contributor to financial well-being is behavior, Jim works closely with his clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Jim is ready to assist clients as they pursue their goals through a lifetime financial journey. A member of the Texas Longhorn Ex-Student Association, Jim enjoys moving, golf, pick-up basketball games and spending time with his wife and children.

Hours
Regular Hours:

Contact Info

Phone:

Main - 832-519-9479

Fax - 832-659-0806

Address:
10700 Richmond Ave Ste 325 Houston, TX 77042
Email:

Other Email:

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Categories
Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Financing Services, Investment Advisory Service, Investment Management, Investments, Loans, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives
Neighborhoods
Westside, Westchase
Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.