MEET WITH JAMES! Choose a Suncoast Credit Union service center below to make a virtual or in-person appointment. |
ABOUT
With over 12 years of experience in financial services, I have guided individuals, families, and business owners to build, preserve, and transfer wealth. My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards independence. As your partner, we will work together to understand your specific short and long-term goals to create a customized financial roadmap.
QUALIFICATIONS
- Financial Advisor, Merrill Lynch(2019-2022)
- Financial Advisor, Fidelity (2022-2024)
- Holds FINRA Series 7 and 66 securities licenses with LPL Financial
- Holds Florida life, health and variable annuity license
EDUCATION
Graduated from Saint Leo Univeristy with a Bachelor’s degree in Business Management.
PERSONAL
I enjoy camping and going to the gym. My favorite place to camp is Disney’s Fort Wilderness. I have one dog named Joey. And I have been married for 22 years to my wife, Denise. My wife and I actively volunteer through our church.