Jimmy Cochran, CFP®Senior Vice President
James Cochran (Jimmy) has over 12 years of experience as a financial advisor to individuals and small businesses. He takes on a fiduciary role with his clients to design custom investment strategies without the constraints of proprietary product incentives and biased investment research. His investment philosophy is centered on incorporating his client’s personal financial goals and quantifying their risk comfort to develop an appropriate asset allocation. Jimmy looks to minimize product expenses where suitable to keep total fees cost effective for his clients and place assets properly within his client’s accounts to maximize tax efficiency.
Jimmy received his CERTIFIED FINANCIAL PLANNER™, CFP® certification in October 2010 and previously worked for The Northern Trust Company in their Wealth Management group.
Providing fiduciary guidance and objective financial planning advice are tenets to hold the CFP® designation, and is the approach he uses to deliver prudent investment recommendations for his clients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.