Jim Weaver

Throughout his career, Jim’s passion has remained constant: helping clients from all walks of life reach their unique financial goals. With more than 30 years in wealth management, he brings experience as a securities analyst, investment portfolio manager, trust officer, and wealth advisor to his role at Sequoia. He especially enjoys working with clients who are nearing or in retirement, building plans that support financial independence and help them realize the future they have imagined for themselves.

Honesty and integrity guide Jim’s work, and he always puts each client’s best interests first. Because he believes the best results come from lasting relationships, he works collaboratively with clients as active partners in shaping plans suited to their unique objectives.

Jim earned his Master of Business Administration in finance from Cleveland State University and Bachelor of Science in finance from Gannon University.

Jim lives in Fairview Park, Ohio. Outside of the office, he enjoys reading, traveling, exploring art and film, spending time in nature, and studying the Japanese language.