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.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Wealth Strategies
My Personal Interests
- Spending Time with Family
Phone NumberJames L Faubert at (863) 291-4230
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