James Morrison, Financial Advisor located in Bradenton, FL

Financial Advisor
James F Morrison III

CFP®, AAMS®
1001 3rd Avenue West Suite 170, Bradenton, FL 34205opens in a new window
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Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Charitable Giving
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Steffani Dubats
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Phone

(941) 722-0163

Fax

(855) 261-2956

Office Address

1001 3rd Avenue West Suite 170
Bradenton, FL 34205opens in a new window

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