Jimmy Averitt, CFP®, CPA

Jimmy Averitt, CFP®, CPA

Managing Director Southwest Region

Phone: 469.995.2464
Fax: 214.614.4220
Mobile Phone: 214.632.1512
E-mail:
 

Jimmy Averitt is a Certified Financial Planner® and Certified Public Accountant. He advises clients with holistic, comprehensive financial planning. With 50 years of experience of tax consulting, risk management consulting, investment advising, and retirement and longevity planning, he is more than qualified to address the financial planning needs for most privately-owned companies and their owners. He also has extensive experience in advising companies on the design of various employee benefit programs, including supplemental retirement plans for key employees, group long term disability, group whole life insurance and group long term care insurance.

Professional Affiliations

American Institute of Certified Public Accountants (AICPA)
Texas Society of Certified Public Accountants
Certified Financial Planner Board of Standards, Inc.

Education

BBA, Emphasis Accounting, University of Texas at Austin