CONNECT

Address:

5640 Democracy Drive
Plano, TX 75024

Phone:

214-291-1931 / 800-337-3328 ext 8

Fax/Other:

214-291-1310

James Simpson

James Simpson

ITCU Vice President Wealth Management & CFS* Program Manager & Financial Advisor

James Simpson joined InTouch Credit Union in December 2008 as Vice President Wealth Management and CFS Financial Advisor. Mr. Simpson has had a distinguished leadership career in both the Investment Services and Financial Management sectors. Prior to joining ITCU, Mr. Simpson served in the Global Wealth Management Division of Merrill Lynch Investments as a Financial Advisor where he assisted business leaders and professionals, novice and young investors, lobbyists, school district employees, financial institutions, professional athletes and companies of all sizes in achieving their investment objectives. From 2000 to 2007, James served as Director of Sales and Marketing, Director of Institutional Sales, and Regional Sales Manager for SWBC, a national provider of insurance and investment products to the bank and credit union markets.  His innovative sales ideas, professionalism, and enthusiasm have led to a successful and rewarding career in the financial services industry. Before joining SWBC, Mr. Simpson served as financial advisor for Edward Jones Investments, and spent multiple years as a professional golfer playing in over 100 events on the Nike, Lone Star and PGA Golf tours. Mr. Simpson holds a Bachelor of Science degree in Biology/Environmental Science from Baylor University. In addition, James graduated from the Southwest CUNA Management School at Texas Christian University in 2013 and received his Lean Six Sigma Master BlackBelt Certification in 2018.  He is a current member of USA Hockey, is a former head coach for the Dallas Stars Youth Hockey Association, an assistant coach for the Alliance Hockey Association Girls Program, and a former assistant coach for the Dallas Scots youth hockey association and DJHA Penguins youth hockey association.  He is a retired member of the PGA of America, and an active Life member of the Dallas Safari Club and Trout Unlimited. James has served on the Board of Directors for the River City Youth Travel Hockey Association and Trout Unlimited, and was active in the Stewardship Council of Trout Unlimited. He has participated in the United Way, Christian Outdoor Alliance, Christian Community Action, The NRA, and the San Antonio Trailblazers Association. He holds his Series 7, 24, 63, 65, Property and Casualty Insurance License, Group 1 Insurance Licenses, is a level 4 certified hockey coach, and is a recipient of the Five Star Wealth Manager** award in 2012-2017 for the Dallas/Fort Worth Metroplex.  Other interests include family, fishing, golf, hunting, hockey, kite surfing, and raising/rehabilitating orchids.  Mr. Simpson is securities licensed in the states of: Arizona, California, Georgia, Michigan, Nevada, Oregon, Pennsylvania, South Carolina, Texas and Virginia. He is also insurance licensed in the states of Arizona, California and Texas.

Five Star Professional is an independent third party research firm.  The Five Star award is not indicative of an individual's performance and inclusion in the Five Star list should not be construed as an endorsement by Five Star Professional or the magazine.  For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com

 

Check the background of this investment professional on FINRA's BrokerCheck.

Phone 214-291-1747
Fax 214-291-1310
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck