James Beaumont Email & Phone Number
Senior Trust Officer and CTFA @ First & Peoples Bank and Trust Company
James Beaumont's Location
Ashland, KY, US
James Beaumont's Work
- Senior Trust Officer and CTFA @ First & Peoples Bank and Trust Company
- Investment Consultant @ First & Peoples Bank and Trust Company
James Beaumont's Education
- Cannon Financial Institute
CTFA Designation (Certified Trust and Financial Advisor)
2006 - 2009 - University of Kentucky
Bachelors Business Administration (Finance)
1997 - 2002
James Beaumont's Skills
- Wealth Management
- Trust Management
- Trust Services
- Wealth Management Services
- Asset Allocation
- Investment Management
- High Net Worth Individuals
- Retirement Planning
- Investment Advisory
- Mutual Funds
James Beaumont's Summary
James Beaumont, based in Ashland, KY, US, is currently a Senior Trust Officer and CTFA at First & Peoples Bank and Trust Company, bringing experience from previous roles at First & Peoples Bank and Trust Company. James Beaumont holds a 2006 - 2009 CTFA Designation in Certified Trust and Financial Advisor @ Cannon Financial Institute. With a robust skill set that includes Wealth Management, Trust Management, Trust Services, Wealth Management Services, Asset Allocation and more, James Beaumont contributes valuable insights to the industry. James Beaumont has 1 email and 1 mobile phone number on RocketReach.
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