James Bayard Email & Phone Number
Financial Planner and Owner @ Capital South Wealth Management, LLC
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James Bayard Location
- Baton Rouge, LA, US
James Bayard Work
- Financial Planner and Owner @ (August 2016 - Present)
- CERTIFIED FINANCIAL PLANNERâ„¢ Professional @ (January 2016 - Present)
- Financial Planner and Financial Advisor @ Financial Planning Firm (January 2014 - January 2016)
- Financial Planning Associate @ Financial Planning Firm (January 2012 - January 2014)
James Bayard Education
- Louisiana State University
Master of Science (M.S.) (Finance)
- Louisiana State University
Bachelor of Science (B.S.) (Finance)
- Catholic High School
James Bayard Skills
- Asset Allocation
- Long Term Care Insurance
- Life and Health Insurance
- Accounting
- Investment Advisory
- Employee Benefits
- Microsoft Excel
- Financial Analysis
- Financial Planning
- Customer Service
- Retirement Planning
- Life and Health Insurance Licenses
- Investments
- Wealth Management
- Research
- Disability Insurance
- Team Building
- Marketing
- Public Speaking
James Bayard Summary
- James Bayard, based in Baton Rouge, LA, US, is currently a Financial Planner and Owner at Capital South Wealth Management, LLC.. James Bayard brings experience from previous roles at Capital South Wealth Management, LLC. and Financial Planning Firm. James Bayard holds a Master of Science (M.S.) in Finance @ Louisiana State University. With a robust skill set that includes Asset Allocation, Long Term Care Insurance, Life and Health Insurance, Accounting, Investment Advisory and more. James Bayard has 4 emails and 1 mobile phone numbers on RocketReach.
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