Our Valued Clients
Independently Choosing Jimmy Lou Since 1973
We at Jimmy Lou have the honor and priviledge of working with thousands of people from all walks of life, and we are proud that they choose us to be their representatives as they work to improve their financial well-being. Over the years, we at Jimmy Lou have been here for you. From the start of your career to the start of your family, empty nest to full retirement, we are here for you. Assistants to Administrators, Teachers to Facilitators, we will be here for you in the future.
Jim Gwaltney
Independent Agent Since 1973
A former teacher. A former coach. A former Marine. Jim is the backbone of his namesake company, Jimmy Lou, Inc. Over the course of almost 35 years, he has worked with one guiding principle in mind… “When all is said an done, service is all we really have to offer.” This is why our clients can still find him working to help them while other professionals of his era have long since faded away. Jim, and Jimmy Lou, are still here to serve you, our clients.
Levi Gwaltney (link to levigwaltney.com)
Independent Agent Since 1998
Since the late 90s, Levi has seen the positive impact good service has on the lives of our clients. He has sat at many of our clients’ kitchen tables and answered many late-night phone calls in the pursuit of service excellence. A husband. A father. An agent dedicated to upholding the family tradition.
Terri Justice
Independent Agent Since 2006
A mother. A daughter. A woman who worked tirelessly in the field of consumer relations for more than 20 years prior to joining Jimmy Lou in 2006. Terri’s previous employers include the likes of Paramount Pictures and Cinemark. Now, her most impressive credentials will be written in the relationships she develops with our clients.
Employer Partners
Jimmy Lou works with public and private school districts as well as other not-for-profit corporations, providing fixed-annuity, tax-deferred retirement plans for their employees. Also, Jimmy Lou works with smaller companies and the self-employed to develop a retirement savings plan that fits their needs. We at Jimmy Lou would like to thank these “employer partners” for their efforts. Without their assistance, we would not be able to provide the highest level of service to our clients.
Corporate Associates
Jimmy Lou would like to recognize the countless service representatives from across the country who help us maintain the highest levels of service. From Amarillo to Memphis, Little Rock to Houston, Jimmy Lou says, “Thanks.”
