As Vice President of Private Wealth Management, James collaborates with families and entrepreneurs, offering guidance throughout the financial planning process. Leveraging experience in wealth advisory and estate planning techniques, James actively assists clients in pursuing their goals and striving to achieve investment objectives through meticulous and comprehensive planning. With a thoughtful approach, James is dedicated to empowering clients and supporting their financial aspirations.
Prior to joining Capital Wealth Advisors in 2023, James was a Financial Advisor at Ameriprise Financial from 2020-2023. Previously, he served as a Financial Advisor at Merrill Lynch from 2017-2020.
James and his wife, Anja, live in Miami Beach. They got married in Anja’s hometown of Dubrovnik, Croatia, in August 2018. They enjoy traveling and hiking together. James has a fondness for football, having participated in a tryout with the Pittsburgh Steelers in June 2016.
Education
- BA in Economics, University of Michigan
- University of Michigan Football Player (Kicker)
- Wayne State University Football Player (Kicker)
Designations & Licenses
- Series 66
- Life & Annuity License