James Hart Email
Senior Wealth Advisor - Vice President @ First Merchants Corporation
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James Hart Location
- Chicago, IL, US
James Hart Work
- Senior Wealth Advisor - Vice President @ (July 2023 - Present)
- Financial Advisor, Retirement Plan Consultant @ StrategIQ Financial Group, LLC (January 2011 - July 2023)
James Hart Education
- Valparaiso University
Bachelor of Science in Business Administration - BSBA (Finance)
2008-2011
James Hart Skills
- 401(k) Retirement Savings Plans
- 401k
- Business Retirement Plans
- Cash Balance
- College Education Planning
- Debt Management
- ERISA
- Fiduciary Analyst
- Fiduciary Services
- Investment Advisory
- Investment Fiduciary
- Investment Management
- Investment Strategies
- Profit Sharing
- Qualified Retirement Plans
- Retirement Benefits
- Retirement Plan Consulting
- Retirement Solutions
- Small Business Retirement Planning
- Wealth Management
- participant education
James Hart Summary
- James Hart, based in Chicago, IL, US, is currently a Senior Wealth Advisor - Vice President at First Merchants Corporation. James Hart brings experience from previous roles at StrategIQ Financial Group, LLC. James Hart holds a 2008 - 2011 Bachelor of Science in Business Administration - BSBA in Finance @ Valparaiso University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Business Retirement Plans, Cash Balance, College Education Planning and more. James Hart has 1 emails on RocketReach.
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