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James M. Myers

Managing Director of Advisor Engagement

Buckingham Asset Management LLC

HQ Phone:  (314) 725-0455

Direct Phone: (314) ***-****direct phone

Email: j***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Buckingham Asset Management LLC

8182 Maryland Ave. Ste. 900

St. Louis, Missouri,63105

United States

Company Description

BAM Advisor Services was founded in 1997. As a turnkey asset management provider, BAM provides support and guidance to a nationwide base of advisor firm clients who demonstrate a shared commitment to offer investors superior wealth strategy services. The follo...more

Background Information

Employment History

Position, Management Consulting

Deloitte LLP


Management Consulting Roles

Accenture LTD


Chief Executive Officer

Petco


Part Time FF and EMT-I

Riceville Volunteer Fire Department


Senior Software Engineer

Odecee


Analyst

Humana Inc.


Captain, Wildland Urban Interface Specialist

Swannanoa Fire & Rescue


Senior User Interface Developer

JB Hi-Fi Limited


Senior Manager

KPMG LLP


Vice President and Controller

Hoover's Inc


Affiliations

Jack in the Box Inc

Board Member


Retail Industry Leaders Association

Board Member


John Carroll University

Board Member


Buckingham Asset Management LLC

Advisor


The Alexander Group

Board Member


American Institute of Certified Public Accountants Inc

Member


National Association of Securities Dealers , Inc.

Member, Audit, Compensation and Nominating Committees


Washington Retail Association

Member


Board

Member


UBS Inc

Financial Advisor


Provide Commerce Inc

Board Member


Education

Committed


Tabor Academy


accounting degree

John Carroll University


bachelor's degree

Truman State University


bachelor's degree

accounting

John Carroll University


Web References(129 Total References)


Executive Team | Buckingham Strategic Wealth

buckinghamadvisor.com [cached]

Jim Myers


Jim Myers « Buckingham Strategic Wealth

buckinghamadvisor.com [cached]

Jim Myers
Having served individuals and families for 14 years as a wealth advisor, Jim Myers knows the importance of creating a holistic wealth management plan based on clients' values to help them achieve their most important financial goals. Today, as an advisory team director, Jim guides Buckingham Strategic Wealth advisors as they create, implement, monitor and update wealth management strategies that include investments, saving for retirement, estate planning and philanthropic giving. He leads the advisory teams in Buckingham's Casper, Dallas, Denver, Houston, Irvine, Lincoln, Palo Alto, Santa Rosa and Scottsdale offices. Jim also leads Onboarding & Integration, a team that oversees the efforts of ensuring that new offices to Buckingham are supported in a comprehensive way to make the transition as seamless as possible. The Onboarding & Integration team connects these offices with the tools, resources and assistance they need to support their continual growth. Prior to joining Buckingham, Jim was a financial advisor at a large brokerage firm and spent four years in management consulting at Deloitte and Accenture. Jim earned his bachelor's degree from Truman State University in Kirksville, Missouri.


Practice Management | BAM Advisor Services

www.bamadvisorservices.com [cached]

Jim Myers
Jim Myers Managing Director of Advisor Engagement p: 314.743.2217 Email Jim Jim Myers Jim Myers Managing Director of Advisor Engagement p: 314.743.2217 Email Jim


Jim Myers « Buckingham Strategic Wealth

buckinghamadvisor.com [cached]

Jim Myers
Jim Myers is a wealth advisor for Buckingham Strategic Wealth and managing director of advisor engagement for BAM Advisor Services. As a wealth advisor, he takes the time to get to know what's important to his clients so he can apply evidence-based investment principals and a holistic approach to wealth management that includes investments, saving for retirement, estate planning, philanthropic giving and other elements important to their financial lives. As managing director of advisor engagement for BAM Advisor Services, he focuses oversees the departments that help to onboard and support new and emerging BAM ALLIANCE member firms. Prior to joining BAM, Jim was a financial advisor at a large brokerage firm. Additionally, Jim spent four years in management consulting at Deloitte and Accenture. Jim earned his bachelor's degree from Truman State University in Kirksville, Missouri.


Practice Management | BAM Advisor Services

www.bamadvisorservices.com [cached]

Jim Myers
Jim Myers Managing Director of Advisor Engagement p: 314.743.2217 Email Jim Jim Myers Jim Myers Managing Director of Advisor Engagement p: 314.743.2217 Email Jim


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