Richard P. Slaughter Associates, Inc.
James Sherrard, CFA, CFP® has extensive experience in the financial industry, with a background in investments, trading, and technology. James currently serves as Vice President of Investments at Richard P. Slaughter Associates, Inc. where James manages investment research and is a portfolio manager. Prior to this, James worked as an Investment Analyst & Technology Strategist at Strategic Investment Management. James also has experience as a Lead Teller at Lubbock National Bank and as an IT Summer Intern at Pioneer Natural Resources Company. James holds a B.S. in Personal Financial Planning from Texas Tech University.
Richard P. Slaughter Associates, Inc.
Your Interests First and Foremost In early 1991, Richard Slaughter created a firm designed to provide clients with the best possible financial advice and asset management, free of any product constraints or conflicts of interest. As one of the original fee-based firms in the nation, Slaughter Associates still maintains this unique autonomy. This independence also allows Slaughter Associates to guide your investments to the best vehicle available, a true advantage over commission-based or even fee-based relationships in which recommendations are limited to pre-selected funds and made by salespeople, not industry experts. A Reputation Built On Trust At Slaughter Associates, our clients work with experienced professionals who hold multiple industry designations, including CERTIFIED FINANCIAL PLANNER™ practitioners who tailor and execute a strategy to achieve each customer’s unique financial goals. Slaughter Associates is regularly named among "top wealth managers" by leading local and national financial publications such as Financial Advisor Magazine. Members of our team often serve as expert resources for the media. Our company has been repeatedly recognized as a "Best Place to Work" by the Austin Business Journal. All of which adds up to exceptional service and a lasting relationship you can trust.