James Hiles Email & Phone Number
National Sales Manager, Senior Vice President @ Prudential Financial
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James Hiles Location
- Little Silver, NJ, US
James Hiles Work
- 2023 -now SVP Financial Advisor @
- 2015 -2023 Financial Advisor @ First Capital Advisors Group, LLC
- 2013 -2015 Wealth Management Advisor @ Cantor Fitzgerald Wealth Partners
- 2011 -2013 Senior Wealth Advisor @
- now Wealth Management Advisor @
- now National Sales Manager, Senior Vice President @
James Hiles Education
- The American College of Financial Services
Master's degree (Financial Planning and Services)
2015-2019 - Bucknell University
Bachelor's degree (Economics)
1979-1983 - The American College of Financial Services
James Hiles Skills
- Wealth Management
- Retirement Planning
- Portfolio Management
- Estate Planning
- Asset Allocation
- Investments
- Investment Management
- Insurance
- Risk Management
- Financial Services
- Mutual Funds
- Financial Planning
- Tax Planning
- Tax Efficiency
- Finance
- Investment Advisory
- Wealth Management Services
- Wealth Preservation Planning
- Holistic Financial Planning
- Investment Strategies
- Financial Coach
- Financial Literacy Training
- Financial Wellness program
- Alternative Investments
- Strategic Financial Planning
- 401k
- Asset Management
- Financial Advisory
- Wealth
- Management
James Hiles Summary
- James Hiles, based in Little Silver, NJ, US, is currently a National Sales Manager, Senior Vice President at Prudential Financial. James Hiles brings experience from previous roles at Wealth Enhancement Group, First Capital Advisors Group, LLC, Cantor Fitzgerald Wealth Partners and Mariner Wealth Advisors. James Hiles holds a 2015 - 2019 Master's degree in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Wealth Management, Retirement Planning, Portfolio Management, Estate Planning, Asset Allocation and more. James Hiles has 3 emails and 1 mobile phone numbers on RocketReach.
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