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
- Executive Vice President | Private Wealth Management @ (June 2022 - Present)
- Senior Vice President | Private Wealth Management @ (October 2021 - June 2022)
- Vice President | Private Wealth Management @ (December 2018 - October 2021)
- Financial Consultant @ (May 2016 - December 2018)
- Investment Solutions Consultant @ (October 2012 - May 2016)
- Investment Representative @ (March 2010 - October 2012)
- Private Client Specialist @ (September 2007 - March 2010)
- Retirement Investment Services Consultant @ (June 2006 - September 2007)
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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