James A Waters Jr.

Jimmy Waters graduated from the University of Alabama at Birmingham with a degree in finance that concentrated on Investments and Institutions. After graduating, Jimmy started his career at Merrill Lynch in 1994. He further served as Vice President/ Senior Financial Advisor at Ameriprise Financial before joining Wealth Strategies in 2017.

Jimmy is passionate about helping his clients identify their financial goals. Utilizing comprehensive planning tools, he works with them to assess where they currently are and then to create a plan that helps them achieve their immediate and future goals. Jimmy enjoys working with  the small business owner assessing retirement plan needs for her employees; the young family focused on creating a budget to simultaneously fund education and retirement goals; the newly-retired couple dealing with the complexities of Medicare, Social Security and making tax efficient income decisions; and also the individual in the challenging late stages of life who needs to proactively plan for changing health and living needs as well as for his final estate wishes.