
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
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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