James K. Webb, CFP® and Connie S. Webb, CFP®
James K. Webb, CFP® is a financial advisor, specializing in solving the estate, business, and financial needs of individuals and small to medium sized companies. For more than 30 years, he has worked in the fields of finance and banking, residing on both coasts before returning to Dallas and becoming a senior vice president with Bank of America.
He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter, Chartered Financial Consultant and Life Insurance Counselor. He holds two masters degrees—a Masters in Business Administration from Pepperdine University and a Masters in Theological Studies from Perkins School of Theology at Southern Methodist University. His undergraduate degree was in English from Southern Methodist University. He is a member of the Financial Planning Association and the Dallas Estate Planning Council. He holds Series 6, 7, 63, and 65 Licenses and is a Registered Representative with Raymond James Financial Services, and an Investment Advisor Representative with Quest.Jim is on the Board of Advisors of The Dallas Foundation, the oldest community philanthropic organization in Dallas, and the Planned Giving Advisory Council of the Dallas Symphony. He is ordained in the Episcopal Church and sits on the Diocesan Finance Committee.
Connie S. Webb, CFP® is an advisor for retirement planning with a focus on long term care and the transition to Medicare and Social Security. She works with individuals, multi-generational families and groups. She welcomes opportunities to educate, as a public service, on these topics.
Her practice includes financial planning applying a holistic life approach, as well as the management of life’s inherent risks by utilizing insurance and suitable investments. She has more than 20 years of financial industry experience, both as a CPA for a multinational accounting firm and a major United States retailer. She is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant and is certified in Long Term Care. Connie holds a bachelor’s degree in accounting from the University of Central Arkansas. She is a representative with Raymond James Financial Services and Quest Capital Management.
Connie is active in local preservation efforts and her church, St. Michael and All Angels.
He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter, Chartered Financial Consultant and Life Insurance Counselor. He holds two masters degrees—a Masters in Business Administration from Pepperdine University and a Masters in Theological Studies from Perkins School of Theology at Southern Methodist University. His undergraduate degree was in English from Southern Methodist University. He is a member of the Financial Planning Association and the Dallas Estate Planning Council. He holds Series 6, 7, 63, and 65 Licenses and is a Registered Representative with Raymond James Financial Services, and an Investment Advisor Representative with Quest.Jim is on the Board of Advisors of The Dallas Foundation, the oldest community philanthropic organization in Dallas, and the Planned Giving Advisory Council of the Dallas Symphony. He is ordained in the Episcopal Church and sits on the Diocesan Finance Committee.
Connie S. Webb, CFP® is an advisor for retirement planning with a focus on long term care and the transition to Medicare and Social Security. She works with individuals, multi-generational families and groups. She welcomes opportunities to educate, as a public service, on these topics.
Her practice includes financial planning applying a holistic life approach, as well as the management of life’s inherent risks by utilizing insurance and suitable investments. She has more than 20 years of financial industry experience, both as a CPA for a multinational accounting firm and a major United States retailer. She is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant and is certified in Long Term Care. Connie holds a bachelor’s degree in accounting from the University of Central Arkansas. She is a representative with Raymond James Financial Services and Quest Capital Management.
Connie is active in local preservation efforts and her church, St. Michael and All Angels.
Elise Vogt
Strategic Assistant
Strategic Assistant
Elise is the first point of contact for all client servicing. She handles all the appointment scheduling for the Webb team, client investment account changes, deposits to and withdrawls from Raymond James accounts, processing of insurance requests and other administrative tasks. Additionally, Elise works on financial planning items alongside Jim and Connie to include asset allocation, annual reviews and portfolio review reports.