Jim Heard

CEO at TrueWealth

As Co-Founder and CEO of TrueWealth, Jim provides the vision that enables team members to provide a truly exceptional wealth management experience to the individuals and families that the firm serves. He has instilled a culture of empowerment to the team that helps clients identify their goals and define their success on their own terms. Through his leadership, clients benefit from the values-based mindset and processes that help them achieve what’s most important to them. A 30+ year financial industry veteran, Jim has lived in the Atlanta area for most of that time. Jim and his wife, Terry, live in Roswell and have four children. They are active members of St. Peter Chanel Catholic Church and enjoy attending University of Georgia football games where three of their children have attended (so far)!
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