Investment Advisor
Jim Mailliard has worked in the financial planning industry for 15 years and focuses his practice on high net-worth clientele through design, implementation and monitoring of diversified investment portfolios.
Prior to joining Perspective, Jim served in a variety of financial planning, investment advisory and management roles for firms including J.P. Morgan Private Client Services, Miller/Russell and Associates, Ernst & Young, and KPMG. He earned a master’s of business administration (MBA) degree in finance and investments from Indiana University and a bachelor’s degree from Iowa State University. Jim also completed two and a half years of exhaustive coursework and examination requirements to earn his Certified Financial PlannerTM designation.
Jim is active with church and community charitable organizations, including Catholic Community Foundation of Phoenix; Our Lady of Joy Catholic Church in Carefree, Ariz.; Students Supporting Brain Tumor Research; and St. Jude Children’s Hospital in Memphis, Tenn.