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Waterstone Financial Waterstone Financial
  • Home
  • Our Services
    • Retirement Income Planning
    • The Fiscal Cliff of Retirement
    • Social Security Optimization
    • Tax Preparation and Planning
    • Estate and Asset Protection
    • Wealth Management
  • TV Appearances
  • Team
  • Contact Us

Jim Slager

Since Jim joined our team as Operations Manager he has used his extensive knowledge and background of the financial services sector to help drive the ongoing success of our firm.  Jim has great organizational skills and a strong commitment to client services ensuring the timely and accurate processing of paperwork and account management.

Jim has also studied very hard to obtain both his securities and insurance licences and becoming a successful advisor.

Originally from Wisconsin, Jim’s family moved to Florida just before high school where he was active in sports and student government.  Jim holds a Bachelor of Business Administration (with a concentration in Computer and Information Sciences) from the University of Florida and an MBA from the University of North Florida.  He comes to us with over 30 years of experience in Technology and Operations, mostly with Bank of America where his latest focus was on the “financial” aspects of technology, where he created expense models to assist in budget planning as well as contract negotiation with major software vendors.

Jim and his wife, Beverly, relocated from Jacksonville Beach to Cape Coral in 2012 to enjoy the fantastic boating here in southwest Florida.  Jim & Bev particularly enjoy sailing, cycling and relaxing with their dog Mojo.

Meet More Team Members

Sue Wood

Sue Wood

Waterstone Tax Service

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Amy Gallagher

Amy Gallagher

Office Manager

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Colleen Freedman

Colleen Freedman

Client Relations

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James Gallagher

James Gallagher

Founder and President

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Advisory Disclosure

Advisory services offered through J.W. Cole Advisors, Inc.  J.W. Cole Advisors, Inc. and Waterstone Financial are unaffiliated entities.  Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.  Check the background of your financial professional on FINRA’s BrokerCheck

Insurance Products are offered through Waterstone Financial LLC.    Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company.

Neither J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax nor accounting advice.

Upcoming Events

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Cyber-Security & the Coming of the Drones

Join us to learn valuable techniques to secure your wealth and avoid identity theft. We will also discuss privacy concerns and the impact of advancing technology with an exciting and informative drone demonstration! Contact us to save your spot. Click above to RSVP.

© 2021 — Waterstone Financial 12597 New Brittany Blvd, Fort Myers, FL 33907 239-288-0977

  • Home
  • Our Services
    • Retirement Income Planning
    • The Fiscal Cliff of Retirement
    • Social Security Optimization
    • Tax Preparation and Planning
    • Estate and Asset Protection
    • Wealth Management
  • TV Appearances
  • Team
  • Contact Us
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