I am a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional. Serving our clients' best interests is a responsibility we take seriously. Every client in our practice has customized planning unique to their situation. I use a disciplined process that assembles the pieces of your puzzle to help you achieve your goals. We also take pride in providing every client exceptional, proactive service.
Edward Jones celebrated our 100-year anniversary in 2022. Over these years, we have developed expertise serving:
Entrepreneurs and Business Owners
Families
Independent Women
Retirees
The LGBTQ community
Our practice loves helping people. At Edward Jones, we focus on understanding what's important to you, building personalized strategies and partnering with you throughout your life to help keep you on track.
A Few More Facts
Financial services have been my career since graduating college. Originally from Philadelphia, I have degrees from Ohio University and Thomas Jefferson University. I serve on several boards, including as the chairman of the Greater Fort Lauderdale Gay and Lesbian Chamber of Commerce. I live in Fort Lauderdale, FL. When I'm not spending time with my family, I enjoy my community and playing tennis.
Focus areas
- LGBT Finances
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Tennis
- Reading
- Personal Fitness
- History and Museums
- Animal Rescue
Office Information
Phone Number
James Senior at (954) 565-5882Branch Team
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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Branch Team
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