James Grace Email & Phone Number
Partner @ Meridian Wealth Management
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James Grace Location
- Jackson, MI, US
James Grace Work
- 2019 - now Partner @
- 2017 - 2019 Managing Director - Investments @
- 1999 - 2017 Senior Vice President - Investment Officer @
- 1991 - 1999 Owner @ Signs Plus
James Grace Education
- Albion College
Economics & Management
1986 - 1990
James Grace Skills
- Investments
- Finance
- Retirement Planning
- Asset Allocation
- Alternative Investments
- Securities
- Mutual Funds
- Investment Strategies
- Management
- Team Building
- Financial Analysis
- Customer Service
- Leadership
- Strategic Planning
- Wealth Management
- Estate Planning
- Portfolio Management
- Series 7
- Sales
- Business Development
- Equities
- Microsoft Office
- Project Management
James Grace Summary
- James Grace, based in Jackson, MI, US, is currently a Partner at Meridian Wealth Management. James Grace brings experience from previous roles at Wells Fargo Advisors and Signs Plus. James Grace holds a 1986 - 1990 Economics & Management @ Albion College. With a robust skill set that includes Investments, Finance, Retirement Planning, Asset Allocation, Alternative Investments and more. James Grace has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Meridian Wealth Management Employees
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James Grace
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