Jim Shockman, CIMA®
My name is Jim Shockman. I'm a Certified Investment Management Consultant® and Senior Advisor at Conestoga Wealth Partners here in Gig Harbor.
I was born and raised in Washington State, the son of a wildlife conservationist, and currently live on Fox Island with my wife of 17 years, Cheryll, our two teenage daughters Libby and Carli.
In addition to normal family activities, we enjoy traveling. My wife Cheryll is a former 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, or 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.
The largest part of my time as a Branch Manager was working with my management team to understand, oversee and ensure the interests and investment needs were being met by the Financial Advisors and the rest of the company.
Building and running a successful branch, having access to leading thinkers and talented investment managers, combined with an ongoing commitment to honing my craft, put me in a truly unique position to give advice.
To find out more, call or email me to arrange an exploratory meeting.