James' extensive knowledge in financial and retirement planning as well as financing and asset allocation strategies ensures that our group is able to offer comprehensive wealth management to all our clients. These clients' needs often include investment policy creation, asset and cash management, retirement planning and consulting.
James started in the financial services industry in 1998 with Merrill Lynch, after graduating with a Bachelor of Science from Elon University. James currently holds the Series 7, 10, 24 and 66 licenses with FINRA as a Registered Representative and a Life and Variable Annuity license. He has served on several committees for charitable organizations including Children's Harbor Inc., Broward College Foundation and St. Mark's School Advancement Board. He resides in Fort Lauderdale with his wife and two children.