As Executive Vice President of Private Wealth Management, James collaborates with high-net-worth families and business owners to deliver personalized wealth advisory services.
As a CERTIFIED FINANCIAL PLANNER™ professional, James partners with clients to identify what matters most. His comprehensive strategies cover portfolio management, retirement planning, estate planning, and risk management, all tailored to meet the unique needs of each client.
James has over 19 years of experience in the financial services industry. Prior to joining Capital Wealth Advisors in 2018 he had a long career working with Fidelity Investments from 2006-2018 serving in various capacities in multiple states.
James resides in Bradenton, Florida, with his wife Ina, their daughter Eva, and their dog Lola.
“The path to achieving our goals is often filled with challenges, making preparation essential.”
You’ve gotten to know us—now, let’s get to know you. Tell us about yourself, and let’s discuss how we can meet your goals.
Want to speak with us now? Give us a call at (866) 601-3031.
