Jimmy Willett

Senior Managing Partner

With nearly four decades of experience as a Financial Advisor, Jimmy is dedicated to helping his clients meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience – throughout major shifts in the markets – enables him to help his clients structure balanced portfolios to address their specific financial goals.

Now, a Managing Partner of 2911 Wealth Advisors, he began his financial consultant career with Merrill Lynch in the mid ‘80s. From 1991 to 2008 served as President of a regional investment firm. Worked for Wells Fargo Advisors Private Client Group from 2008 until taking his practice to the Wells Fargo Advisors Financial Network division in association with 2911 Wealth Advisors.

He has a Bachelor of Science degree from the Engineering Technology department of Texas A&M University specializing in Industrial Distribution. He holds Series 4, 7, 24, 27, 53, 63, & 65 Securities Registrations, as well as a Group 1 Life & Health Insurance and Variable Annuity License.

Away from the office Jimmy is involved in many community activities which include serving on various boards and committees. He and his wife Dona have three grown children: Kaitlyn, Kerris, and Matt. They currently have three grandchildren: Hattie, Millie, and Hunt.

The fun stuff

Best personal advice he's received:

"Never live above your means."

Favorite book:

Bible

If he could meet anyone from the past or present:

Jesus

Favorite holiday:

Christmas

Jimmy and wife Dona at Dallas Hotel

Jimmy and wife Dona at Creation Museum

Jimmy with grandkids

Jimmy and all his kids

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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