Jimmy Trimble, CFP

404-487-8712

Jimmy Trimble joined Nease, Lagana, Eden & Culley, Inc. in 2014, bringing with him more than 20 years of experience in the financial services industry. Jimmy is passionate about helping to facilitate customized, sustainable planning solutions for families, business owners and corporate executives. Jimmy understands that a commitment to high quality service and innovative solutions fosters valuable, long-term relationships. Prior to joining NLEC, Jimmy founded and managed the Private Banking Group of Fidelity Bank in Atlanta from 2007 – 2014.

Jimmy enthusiastically supports his community and currently serves as the Co-Chairman of Boy Scout Troop 298 in Atlanta and as a long-time member of the Pace Annual Fund Committee. He also serves as Chair of the Georgia Institute of Technology 25th Anniversary Reunion Committee for the Class of 1991.  He is a member of the Georgia Tech College of Interactive Computing Advisory Board and has served on the Executive Committees for Georgia Tech Scheller College of Management Advisory Board and the Georgia Tech Alumni Board of Trustees. He has served other civic and community organizations including The Academy of Medicine, President of the Sigma Nu Alumni Association and Board Chair of Camp Evergreen. He has also coached various youth sports teams. Jimmy is the Treasurer of Northside Methodist Church and a member of the Buckhead Lions Club, Atlanta Breakfast Club, and the Piedmont Driving Club.

Jimmy is a graduate of the Scheller College of Business at the Georgia Institute of Technology where he served as Interfraternity Council President and then went on to earn an MBA from Georgia State University. He is also a Certified Financial Planner and graduate of the Stonier Graduate School of Banking at the University of Pennsylvania. He is a registered representative of M Holdings Securities, Inc.

Leadership:

  • Member of the Atlanta Estate Planning Council

Certifications/Licenses:

  • Certified Financial Planner (2002)
  • Series 6 and 63 securities licenses