James Garner, CLU®, ChFC®, AEP®, CAP®

James Headshot

Jim has been a financial services professional since 1966. He specializes in family wealth transfer strategies, business succession, wealth management and charitable giving planning. He is an Investment Adviser Representative (IAR) of Eagle Strategies, LLC, a Registered Investment Adviser, an indirect, wholly-owned subsidiary of New York Life. Jim is also a member of the Society of Financial Service Professionals, the Financial Planning Association and the Dallas Estate Planning Council. He holds the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®) and Chartered Advisor in Philanthropy® (CAP®) designations from the American College. He has also earned the Accredited Estate Planner® (AEP®) designation, granted by the National Association of Estate Planners and Councils. He has served on the Dallas City Planning Commission, the Dallas Landmark Committee and the Dallas Zoning Advisory Committee. He is a member of the Sigma Alpha Epsilon fraternity, and one of his favorite achievements is “Coach of the Year” for little league football of the Spring Valley Athletic Association. Jim is currently a member of Watermark Community Church and serves on the University Park Public Safety Committee.



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