Jim Wehr
Financial Advisor at Veritas Financial | Hamilton, Virginia, United States
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Jim Wehr is a seasoned Financial Advisor at Veritas Financial, where he leverages over four decades of experience in the financial services industry to provide comprehensive financial planning and investment advisory services. A proud alumnus of Georgetown University, Jim began his career with John Hancock Financial Services in 1978, quickly establishing himself as a leader in the field. His dedication to professional excellence earned him the prestigious Lifetime Member status of the John Hancock Presidents Conference in 1988, as well as the Vincent C. Bowhers Quality Award in 1996, which recognizes outstanding commitment to client service and ethical practices.
At Veritas Financial, Jim specializes in a wide array of financial solutions, including insurance products, life and disability insurance, and fixed annuities. His expertise in strategic planning and risk management allows him to develop tailored financial strategies that align with his clients' unique goals, whether they are individuals, families, or small businesses. Jim’s holistic approach to financial advising encompasses not only investment management but also comprehensive risk assessments and program management, ensuring that his clients are well-equipped to navigate the complexities of today’s financial landscape.
Currently, Jim is involved in several key projects aimed at enhancing client engagement and financial literacy. He is passionate about educating clients on the importance of proactive financial planning and the role of insurance in wealth preservation. With a strong focus on building long-term relationships, Jim Wehr continues to be a trusted advisor, guiding clients through their financial journeys with integrity and expertise.
Financial Advisor at Veritas Financial in June 2000 to Present
Immediate Past President at Loudoun Habitat for Humanity in January 2007 to Present
Financial Advisor at John Hancock in January 1978 to January 2000
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Insurance
Life Insurance
Disability Insurance
Fixed Annuities
Strategic Planning
Small Business
Risk Management
Management
Program Management
Sales
Financial Analysis
New Business Development
Customer Service
Business Development
Strategy
Team Building
Portfolio Management
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What is Jim Wehr email address?
Email Jim Wehr at [email protected] and [email protected]. This email is the most updated Jim Wehr email found in 2026.
What is Jim Wehr phone number?
Jim Wehr phone number is +15637263994 and +18164645000.
How to contact Jim Wehr?
To contact Jim Wehr send an email to [email protected] or [email protected]. If you want to call Jim Wehr try calling on +15637263994 and +18164645000.
What company does Jim Wehr work for?
Jim Wehr works for Veritas Financial
What is Jim Wehr's role at Veritas Financial?
Jim Wehr is Financial Advisor
What industry does Jim Wehr work in?
Jim Wehr works in the Individual And Family Services industry.
Jim Wehr Email Addresses
Jim Wehr Phone Numbers
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