Jim Caldwell

Jim Caldwell works as part of the NCF-North Texas team to build and grow relationships with current and future givers and their professional advisors. His role is to help givers develop and execute well-planned, intentional giving strategies so they can be wise stewards of all God has given them.

Much of Jim’s career has been spent in private banking, wealth planning and investments, including advising business owners and families about the opportunities and challenges that exist in business transition and wealth transfer situations.

He earned his BBA in Finance from Texas A&M University and MBA in Finance from Abilene Christian University, and his professional designations include Certified Wealth Strategist® and FINRA Series 7 and 63 licenses (expired).

Jim is a proud fifth-generation Texan who enjoys hunting, fishing, playing golf and watching Aggie football with his sons and grandsons. He and his wife Lisa have five children and three grandchildren, travel extensively and are active members at Watermark Community Church where they lead in various ministries.