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Jim Torrey

Senior Wealth Manager

The Watchman Group Inc

United States, Texas, Plano

About Me

Jim Torrey joined the Watchman Group at the start of 2019, bringing over his longtime clients from Cornerstone Advisory, a company he owned and managed for more than 30 years. Jim is a CPA and brings decades of experience in wealth management, financial planning, income and estate tax planning and compliance, and retirement planning. He contributes to our investment decision-making process, as well as to the financial planning and tax strategies that are implemented on a firm-wide level. Jim was born in Dallas, grew up in Odessa and graduated from SMU. He lived in Dallas for many years but since 2001 has made Greensboro his home. Jim is an avid pilot and when not at work can usually be found
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Profile Information

Senior Wealth Manager

The Watchman Group Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Plano

Texas

United States

May 15, 2024

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