Spotlight Client of the Month
www.stonewayfinancial.com
Paving the Way to Your Financial Future
Jim Rees President
[email protected]
For more than 20 years, Jim Rees, President of Stoneway Financial, LLC
and a branch manager for LPL Financial, has provided his clients with the
support they need to identify their goals and develop sound plans for their
financial future. He specializes in personal financial planning, investment
management, retirement, education funding, tax management strategies,
estate planning transition strategies, preservation planning/family financial
health and portfolio management to match your investment risk tolerance
to your portfolio allocation and investment selection.
Jim received his B.B.A. degree in 1989 at Henderson State University in
Arkadelphia, AR. He is married to Wendi and they have four children: Jace,
Jaxon, Jenna & Jessa.
STONEWAY FINANCIAL, LLC
Was founded with the goal of assisting our clients in every aspect of their
financial lives. We have provided the most personal service available, thus
earning a reputation for excellence in our industry. For each of our clients
we strive to help create financial stability and confidence to provide
financial independence.
Our Commitment
Our staff consists of experienced professionals with a "hands on" approach
to financial guidance. As your Financial Professionals, we will do everything
in our power to keep you focused on where you want to go, advise you on
how to get there, and continually remind you of the importance of
maintaining a disciplined approach to realizing your dreams.
Our Principle
Our company is based on the principle that education and understanding
of your current financial situation is vital to successfully making prudent
decisions concerning your future financial condition.
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Certifications
Series 7, Series 24, Series 63, Series 65, Chartered Retirement Planning
CounselorSM.