Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Jimmy moved from Los Angeles, CA to Atlanta, GA in 2005 where he would graduate school and obtain several awards and recognition for outstanding achievement in Mathematic & Science.
This recognition assisted him in being recruited by the national marketing arm for one of the world's largest telecommunications company where he was directly responsible for marketing strategies to acquire or reacquire market share within his designated region. Exceeding expectations and being known for his grit and get it done approach, he was promoted to assist with the organizations expansion into the Louisville, KY market in 2012.
After record achievement, Jimmy decided to return to his original success with numbers, and transitioned his career path to personal financial services in order to provide valuable financial coaching and consulting to an underserved market. In 2016, he ran a small insurance agency, and in 2019 he joined a premier regional bank working as a personal banker. In 2020, Jimmy became a Financial Advisor working with one of the largest investment firms and global banking institutions in North America.
Jimmy has been involved in philanthropy since his youth and has continued on with numerous volunteer efforts throughout his life. He believes that while we can make a living by what we get, we make a life by what we give. Jimmy tends to focus his passion for giving by aiding organization in their mission to provide financial resources, food and necessities to communities in need. Jimmy is currently serving as chair of the Economic Empowerment committee (2020-2021) of the Louisville Urban League (Young Professionals), among other organizational involvements.
In his personal life, Jimmy is a family man. Together with his wife, (from Örebro, Sweden) they have two young children, boy and girl. They enjoy traveling, outdoor sports and activities, and doing science projects and gardening with their children.
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Bank of America, N.A.
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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