I have 20 years of experience providing personalized financial service to business owners, families and 401(k) plans. Prior to working at Edward Jones, I spent 20 years at UPS, including managing operations, special projects, client consultation and industrial engineer analysis.
A graduate from the University of Central Florida, I have a Bachelor of Science degree in business administration management. I have my Series 7, Series 63, Series 66 registrations and a life and health Insurance license. I earned the AAMS® professional designation from the College for Financial Planning.
I am a member of the Winter Haven Chamber of Commerce and Main Street Winter Haven, I serve on the boards for The Catholic Foundation and Saint Joseph Catholic Church finance committee. I am involved with Catholic Charities, Meals on Wheels and the Winter Haven High School Touchdown Club.
My wife, Dianne, and I have been married for 35 years and have two sons. Matthew, 33, is a University of South Florida graduate, and Joel, 30, is a Florida State University graduate.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Wealth Strategies
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Wealth Strategies
My Personal Interests
- Football
- Golfing
- Music
- Spending Time with Family
- Traveling
Personal Interests
- Football
- Golfing
- Music
- Spending Time with Family
- Traveling
Office Information
Phone Number
James L Faubert at (863) 291-4230Branch Team
- Linda Vukmanic
- Sr. Branch Office Administrator
- Shea Ramage
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:30PM |
Friday | 08:30AM - 03:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:30PM |
Friday | 08:30AM - 03:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Linda Vukmanic
- Sr. Branch Office Administrator
- Shea Ramage
- Branch Office Administrator
Branch Team
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