Carly James Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ @ Severn Financial Advisors, LLC
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Carly James Location
- Washington, DC, US
Carly James Work
- CERTIFIED FINANCIAL PLANNER™ @ (April 2023 - Present)
- Financial Advisor @ (January 2022 - Present)
- Financial Paraplanner @ (February 2021 - February 2022)
- Campaign Associate @ (January 2020 - February 2021)
- Associate, Individual Giving @ (October 2017 - December 2019)
- Development and Executive Assistant To Chief Executive Officer @ (March 2016 - October 2017)
Carly James Education
- East Carolina University
- East Carolina University
Bachelor's of Arts (Communications; Media Studies)
- Universidad de Cantabria
Semester Abroad
Carly James Summary
- Carly James, based in Washington, DC, US, is currently a CERTIFIED FINANCIAL PLANNER™ at Severn Financial Advisors, LLC. Carly James brings experience from previous roles at Severn Financial Advisors, LLC, United Nations Foundation and Rebuilding Together. Carly James holds a East Carolina University. Carly James has 2 emails and 2 mobile phone numbers on RocketReach.
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