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Education and Training:
BS - Finance - University of Maryland at College Park - 199014 years as a financial services professional, Jim has been a member of our firm since 1992 Special Services:
Works with successful business owners and families to design and implement a clear plan and path for financial success by utilizing strategies that maximize wealth and the protection of that wealth.Works with corporations in the design, implementation, and administration of benefit programs that attract and retain key employees. Community, Charitable or Professional Organizations/Associations:
Committee Member: Peter M. Looser FoundationFundraising for Greenwich YWCA Gala Executives for Conservation - Greenwich Audubon Greenwich Chamber of Commerce Our Lady of Sorrows School Alumni Foundation Insurance Licensed In:
Connecticut, Florida, Maryland, Michigan, New Jersey, New York, VirginiaSecurities Licensed In:
Connecticut, Florida, Maryland, Michigan, New Jersey, New York, Texas, VirginiaSecurities Licensed In:
Connecticut, Florida, Maryland, Michigan, New Jersey, New York, Texas, VirginiaURL: http://strategiesforwealth.com/ |
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