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James S

Series 65

Wylie, TX

Better Pockets Financial

James Suttles is a financial advisor at Better Pockets Financial with three years of industry experience. He holds a Series 65 designation and has prior experience at Montoya Wealth and in academic roles at the University of Dallas, University of Texas at Dallas, and Collin College. Better Pockets Financial serves individual clients and employer retirement plans, providing financial planning, investment management, and project-based planning services through structured packages. The firm employs a combination of passive and active investment strategies via third-party platforms and emphasizes public educational seminars and workplace retirement participant support.

General retirement planning Retirement income strategy Social Security optimization Charitable giving & philanthropy Long-term care insurance Founder/Business Owner Retired Mid-Career Professionals Approaching retirement Young Families
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