“I like my job because it allows me to delve into the analytical process of investment due diligence and portfolio management, but I love my job because I get to work with our clients and communicate these complex concepts in a way that directly applies to their financial goals. There’s nothing more satisfying than that.”
Jimmy Pickert is a Portfolio Manager with ACG. In this role, he plays an important part in the firm’s ongoing investment strategy due diligence process. He also works closely with clients in the management of their portfolios. Skilled at cutting through complexity to arrive at a simplified answer, Jimmy helps clients meet their objectives within their constraints, factoring in their tax situation, cash needs, time horizon and investment risk tolerance. He also forecasts the retirement scenario for clients to determine their retirement readiness and what changes they may need to make.
Before joining ACG in 2014, Jimmy was a Financial Advisor at Merrill Lynch in Richmond, VA, and the CNL Financial Group in Orlando, FL.
- Chartered Financial Analyst® (CFA®)
- Chartered Financial Planner® (CFP®)
- Chartered Retirement Plan Specialist (CRPS®)
- Graduate, Master of Science in Management from Wake Forest University; Bachelor of Arts in Political Science, Furman University