Jim Yockey
Managing Director and Owner at Wisdom Financial Management, LLC | Louisville, Kentucky, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut today
Making remote or global hires? Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Jim Yockey is a seasoned professional in the financial management sector, currently serving as the Managing Director and Owner of Wisdom Financial Management, LLC. With a robust background in Industrial/Organizational Psychology, Jim has cultivated a unique approach to investment management that emphasizes a client-centered philosophy. His extensive experience—spanning over twenty-nine years in senior management roles—enables him to provide strategic insights that resonate with both individuals and medium-sized businesses.
At Wisdom Financial Management, Jim leads a dedicated team focused on delivering tailored financial solutions that address the complexities of life’s challenges. His expertise in asset management, retirement planning, and risk management allows him to guide clients through the intricacies of wealth management with confidence. Key projects under his leadership include the development of comprehensive financial plans that integrate effective employee selection strategies and business planning initiatives, ensuring that clients not only achieve their financial goals but also foster a sustainable future for their families and enterprises.
As a published author, Jim shares his insights on finance and investment strategies, further establishing his credibility within the industry. His commitment to continuous learning and adaptation in the ever-evolving financial landscape positions him as a trusted consultant for clients seeking to navigate their financial journeys. By leveraging his skills in management consulting and insurance, Jim Yockey continues to make a significant impact on the lives of those he serves, helping them answer life’s hard questions and live comfortably.
Managing Director and Owner at Wisdom Financial Management, LLC in October 2008 to Present
Independent Consultant at Jim A. Yockey in November 2002 to June 2012
Financial Columnist at Dallas-Fort Worth Lifestyles Magazine in January 1995 to September 1999
Senior Vice President at Alliance Capital Management in January 1988 to January 1995
President at Pilgrim Distributors Corp. in July 1987 to July 1989
Executive Vice President at Colonial Management Inc. in August 1984 to June 1987
SVP at Colonial Funds in January 1984 to January 1987
See more
See less
Leadership Development
Research
Asset Management
Management and Financial Consulting
Strategic Planning
Published Author
Financial Advisory
Management
Asset Managment
Team Building
Strategic Financial Planning
Marketing
Training
Retirement
Management Consulting
Recruiting
Investments
401k
Mutual Funds
Business Strategy
Public Speaking
Coaching
Finance
Retirement Planning
Sales
Financial Services
Insurance
Securities
Strategy
Risk Management
Business Planning
Mergers & Acquisitions
Investment Management
Portfolio Management
Small Business
Wealth Management
See more
See less
Discover more about Wisdom Financial Management, LLCWhat is Jim Yockey email address?
Email Jim Yockey at [email protected] and [email protected]. This email is the most updated Jim Yockey email found in 2024.
What is Jim Yockey phone number?
Jim Yockey phone number is +15022162005 and +16024303750.
How to contact Jim Yockey?
To contact Jim Yockey send an email to [email protected] or [email protected]. If you want to call Jim Yockey try calling on +15022162005 and +16024303750.
What company does Jim Yockey work for?
Jim Yockey works for Wisdom Financial Management, LLC
What is Jim Yockey's role at Wisdom Financial Management, LLC?
Jim Yockey is Managing Director and Owner
Jim Yockey Email Addresses
Jim Yockey Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Jim Yockey
Owner at Manic Pixels, LLC
Principal at Destine Systems
Partner Services Manager at Cold Mountain Consulting Llc
AVP, Payroll at Travelers
Consultant at Multi Corp
Banking Services at Beneficial Bank
Senior Director at Audible
Teacher at Chicago Public Schools- Lane Tech High School
Attorney At Law at Solo Practice
File Clerk at Bauer Jaguar
High School Pastor & Family Ministry Director at Venture Christian Church
VP of Operations and Project Management at Anderson Smith Group
Assistant Director Business Program Management & Product Discovery - Risk Products at Northwestern Mutual
Property Manager at Red Sky Capital
Global Vice President of Presource Solutions at Cardinal Health
Vice President, Payments at Bank-Fund Staff Federal Credit Union
Parts and Accesseries Manager at Camping World and Good Sam
Vice President of Business Development at Summit Broadband
Director of Digital Strategy at Redox
Director of Platform Strategy and Audience Development at Men In Blazers Media Network
Associate Marketing & Program Director at Rutgers Business School Executive Education
Account Manager at GoDaddy
Sales Engineer at Blue Stream Fiber
Show more
Show less