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Our financial advice team


James Lehman, Private Wealth Advisor serving the Allen, TX area - Ameriprise Advisors

James Lehman

CRPC®, AAMS®

Private Wealth Advisor

Watters Creek Wealth Management
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies

Interests

  • Living a healthy lifestyle that includes regular exercise
  • Supporting my children's athletic and educational activities
  • Reading personal development materials
  • Photography and fine arts
  • Motorcycle riding
  • Domestic and international travel

Awards & recognition

  • Five Star Wealth Manager, 2012-2014

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠

Education

  • Bachelor of Arts, finance and accounting, University of Washington, Seattle, WA

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • We support a variety of local causes with volunteer participation from our families and clients.
  • We have an on-going relationship with Children's Health - Children's Medical Center Plano throughout the year, with our annual Stuffed Animal Drive, and various volunteer activities.