Jim Rees

CRPC®

President & Wealth Advisor

Phone: (972) 447-5170

Toll Free: (866) 447-5170

With over 25 years of experience, Jim’s wisdom and knowledge of the financial industry helps clients find confidence that their financial plan is in good hands. He is client-focused creating an in-office atmosphere that is bent on making sure clients have a great experience and are serviced well.

Jim received his B.B.A. degree in 1989 at Henderson State University in Arkadelphia, AR. He has worked in wealth planning since 1993 and founded Stoneway Financial in 2007. He received the Chartered Retirement Planning Designation and has also been selected as a Five Star Wealth Manager in multiple years as awarded by Texas Monthly (2014, 2015, 2017, 2018).

Jim is married to Wendi and they have four children: Jace, Jaxon, Jenna & Jessa. In his free time, he spends time with his wife, raising and supporting their kids in their passions and pursuits.