Our Team
The people behind the service
A small team, on purpose, so every relationship gets real attention.
Meet Jimmy Epley
Jimmy D. Epley, CEO/Founder, Epley Partners Private Wealth
Wealth Manager, RJFS
Jimmy is the founder of Epley Partners Private Wealth and a Wealth Manager with Raymond James. While focusing his business on his clients’ individual financial objectives, Jimmy believes the most successful wealth management strategies look at the big picture. It is this comprehensive, strategy-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Jimmy apart.
Jimmy is dedicated to helping clients manage and preserve the wealth they have worked hard to build. By establishing deep and valued relationships with his clients and their families, he seeks to gain a comprehensive understanding of their needs, goals and priorities. His approach brings together wealth management, financial planning, retirement planning and tax-aware strategies to help clients make informed decisions across their financial lives.
Jimmy has worked in the tax and financial services industries since 1997 and obtained his investment licenses in 2002. This breadth of experience has shaped his comprehensive approach to planning. Rather than viewing investments, retirement planning, and tax-related considerations in isolation, Jimmy believes they should be assessed within the context of a client's overall financial plan, in coordination with other qualified professionals when appropriate.
Twenty-nine years of doing the work
Jimmy has worked in the tax and financial services industries since 1997 and obtained his investment licenses in 2002.
He served four years on the President’s Advisor Council of his prior broker-dealer and more than five years as its Educational Director, a role that involved teaching other advisors, which tends to sharpen how you explain things to clients.
He earned a degree in computer science, and brings the same systematic habit of mind to financial plans: every piece connected, every assumption visible.
Who you will actually work with
Forty-eight years in one community
Jimmy holds three board of directors positions in the community and has called Las Vegas home for 48 years. The practice’s clients are nationwide, but its roots are not.
That professional and community involvement is not a sidebar to the work. It is the same habit: show up, explain clearly, stay for the long term.
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