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 34 years and have two sons. Matthew, 33, is a University of South Florida graduate, and Joel, 30, is a Florida State University graduate.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Wealth Strategies
My Personal Interests
- Spending Time with Family
Office Address141 W Central Ave Suite B
Winter Haven, FL 33880
Phone NumberJames L Faubert at (863) 291-4230
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:30PM|
- Web Conferencing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More