Jim Mailliard

Jim Mailliard is an investment advisor and financial planner for affluent and high-net worth individuals and their families in North Scottsdale, Arizona. Over more than 30 years, he has developed deep and broad expertise in the role of key investment and financial advisor for his high-end clients.

Jim has lived in Arizona for 25 years.He grew up in Omaha, Nebraska, and earned an undergraduate degree with honors in engineering from Iowa State University. Following college, Jim worked for a prominent consulting firm in Chicago. He later decided to pursue graduate studies and obtained an MBA in Finance and Investments from the Kelley School of Business at Indiana University.Jim also completed post-graduate studies in financial markets with the Wharton School of Business.

After spending time in corporate finance with an international energy company, Jim discovered his ultimate career calling as the key, trusted financial advisor for his high-end clients, Jim spends considerable personal time with his main charitable endeavor, Westminster Village, the only not-for-profit Senior Living Community in Scottsdale.He is currently Board Vice President and Master Planning Chairman. During his tenure at Westminster Village, Jim has been committed to strengthening the organization’s future growth prospects and financial position, while preserving their cherished mission and culture.

The proud father of two successful adult children, Jim recently welcomed his first grandchild. Jim is active in his church community and enjoys the challenge of hot yoga.