James (Jim) D. Stanford, CIMA in

James (Jim) D. Stanford, CIMA

Login to view DISC.
Founder & Managing Director, Stanford Wealth Management &Partners at Stanford Wealth Management
📍 Dallas-Fort Worth Metroplex, United States

James Stanford is the Founder and Managing Director of Stanford Wealth Management & Partners. A graduate of Baylor University with a CIMA designation, he was recognized on the Wells Fargo Advisors Platinum Council from 2011-2023. He also serves on the Advisory Board for Baylors Hankamer School of Business.

Born in Fort Lauderdale, James is deeply committed to his faith and serves in his church. He and his wife, Debbie, have two children and enjoy traveling, exercising, and the outdoors. His personal interests include Bible study, flying, and bird hunting.

Unique fact: James is an avid pilot and also enjoys bird hunting.

Read the full overview →
Current Role
Founder & Managing Director, Stanford Wealth Management &Partners
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How James shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics James cares about

Legacy Planning
Focuses on helping families pass down their values, lessons, and stories in addition to their financial assets.
Financial Mindset
Often discusses how early life lessons and inherited beliefs about money can shape current financial decisions and habits.
+5 more topics Login to view topics
Career

Work history

2-2024
Founder & Managing Director, Stanford Wealth Management &Partners
Stanford Wealth Management
9-1993 - 2-2024
Financial Advisor, Managing Director - Investments
Wells Fargo Advisors
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1977 - 1982
Marketing-Management
Baylor University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to James. Free, 10 seconds.