James Love Email & Phone Number
Executive Vice President | Private Wealth Management @ Capital Wealth Advisors
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James Love Location
- Sarasota, FL, US
James Love Work
- 2022 -now Executive Vice President | Private Wealth Management @
- 2021 -2022 Senior Vice President | Private Wealth Management @
- 2018 -2021 Vice President | Private Wealth Management @
- 2016 -2018 Financial Consultant @
- 2012 -2016 Investment Solutions Consultant @
- 2010 -2012 Investment Representative @
- 2007 -2010 Private Client Specialist @
- 2006 -2007 Retirement Investment Services Consultant @
James Love Education
- Southern New Hampshire University
Bachelor of Finance (Economics)
- Kaplan University
Financial Planning and Services
- New Hampshire Technical Institute
Associate of Science (A.S.) (Computer Information Systems)
James Love Skills
- Investment Strategies
- Retirement Planning
- Income Protection
- Wealth Preservation
- Retirement Income Strategies
- Relationship Building
- Wealth Management
- Financial Planning
- Holistic Financial Planning
- Tax-advantaged Investment Strategies
- Asset Management
- Tactical Asset Allocation
- Wealth Management Services
- Wealth Accumulation
- Wealth Preservation Planning
- Financial Risk Management
- Personal Financial Planning
- Investment Advisory
- Risk Management
- Long-term Care
- High Net Worth Individuals
- Strategic Planning
- Asset Protection
- Presentation Skills
- Financial Services
- Estate Planning
- Social Security
- Tax Efficiency
- Asset Allocation
- Life Insurance
- Asset Location
- Pension Funds
- Finance
- Investments
- Wealth Transfer
- Life & Health Insurance Licenses
- Certified Financial Planner
- Series 7
- Series 65
- Series 63
James Love Summary
- James Love, based in Sarasota, FL, US, is currently a Executive Vice President | Private Wealth Management at Capital Wealth Advisors. James Love brings experience from previous roles at Capital Wealth Advisors and Fidelity Investments. James Love holds a Bachelor of Finance in Economics @ Southern New Hampshire University. With a robust skill set that includes Investment Strategies, Retirement Planning, Income Protection, Wealth Preservation, Retirement Income Strategies and more. James Love has 2 emails and 4 mobile phone numbers on RocketReach.
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