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.
Focus areas
- LGBT Finances
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
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
Connect on Social
Branch Team
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
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More