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James is proud to call Philadelphia his hometown. Born and raised in the Roxborough sector of the city, he attended St. Joseph's Preparatory School in North Philadelphia for his high school education. Following his passion for learning and growth, he pursued his college education at the esteemed University of Pittsburgh.
James proudly operates his own practice as a financial advisor, where he has the autonomy to tailor his services to meet the unique needs of his clients nationally. At the heart of his practice lies a commitment to accountability, knowledge, and unwavering dedication to client satisfaction.
Values:
Accountability: He holds himself to the highest standards of integrity, ensuring that every decision made is in the best interest of his clients' financial well-being.
Knowledge: With degrees in finance and marketing from the University of Pittsburgh, James brings a wealth of expertise to every client interaction. He adheres to the power of continual learning to stay ahead in the ever-evolving world of financial services.
Customer Satisfaction: James's commitment to your financial goals is unwavering. He strives to provide clarity and confidence to his clients through personalized, attentive service.
When he’s not in the office, you can find him cheering on his local sports teams or enjoying the great outdoors, whether it's exploring Fairmount Park or soaking up the sun at the Jersey Shore.
Looking ahead, James is committed to personal and professional growth, pursuing additional designations and continuing education to better serve his clients. Building lasting relationships based on trust and mutual respect is at the core of his vision for the future.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4