Gig Harbor, Washington         (253) 358-7966

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Address:

3226 Rosedale St, Suite 200
Gig Harbor, WA 98335

Phone:

Gig Harbor 253-358-7966 Toll Free 855-821-9318

Fax/Other:

253-358-3995

About Jim Shockman

 

Financial Advisor- Partner

 

Certified Investment Management Consultant®

Phone: 253-358-7970
Fax: 253-358-3995

E-mail: james.shockman@wfafinet.com 

My name is Jim Shockman. I am a Senior Advisor and Partner with Conestoga Wealth Partners here in Gig Harbor.

I was born and raised in Washington State and live on Fox Island with my wife of 21 years, Cheryll, and our two teenage daughters Libby and Carli.

We enjoy traveling. My wife Cheryll is a retired flight attendant with Delta Airlines. Other activities I enjoy are sailing, working on my old boat, flying an airplane, scuba diving, gardening, woodworking, fishing, skiing, and just about anything else that gets me outdoors.

I have been an investment professional since 1987 when I began my career here in Gig Harbor with Shearson Lehman Brothers, a predecessor of Morgan Stanley Smith Barney. Much of the time between 1996 and 2006 I performed the dual role of both Branch Manager and Financial Advisor.

Experience, track record, and an ongoing commitment to honing my craft, put me in a truly unique position.


 

 

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