I am a financial advisor primarily for a select group of very successful people, including business owners and professionals, who aspire to a work-optional lifestyle. Edward Jones has a specific process that puts and pulls the pieces of the puzzle together by understanding what's important to you, building personalized strategies to help you reach your goals and partnering with you throughout your life to keep you on track.
I live in Fort Lauderdale, FL. When I'm not spending time with my family, I enjoy my community and playing tennis.
- LGBT Finances
- Wealth Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Savings Strategies
My Personal Interests
- Personal Fitness
- History and Museums
Office Address3471 N Federal Hwy Ste 601
Ft Lauderdale, FL 33306
Phone NumberJames Senior at (954) 565-5882
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