James Matthews Email & Phone Number

Director of Wealth Management @ Consolidated Planning, Inc.

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James Matthews Location

Charlotte, NC, US

James Matthews Work

2017 - now Director of Wealth Management @ Consolidated Planning, Inc.
View Department
2021 - now Retirement Income Advisor and Podcast Host @ Intelligent Retirement

James Matthews Education

North Carolina State University
2012 - 2013
University of Maryland - Baltimore County
Bachelor of Arts (American Studies)

James Matthews Skills

Cash Flow
Credit origination and analysis
Seminars

Estate Planning
Retirement
Financial Services
Written & Oral Presentation Skills
Management
Public Speaking
Retirement Planning

see less

James Matthews Summary

James Matthews, based in Charlotte, NC, US, is currently a Director of Wealth Management at Consolidated Planning, Inc.. James Matthews brings experience from previous roles at Intelligent Retirement. James Matthews holds a 2012 - 2013 North Carolina State University. With a robust skill set that includes Cash Flow, Credit origination and analysis, Seminars, Estate Planning, Retirement and more. James Matthews has 8 emails and 4 mobile phone numbers on RocketReach.

James Matthews Emails

Found 8 emails

James Matthews Phone Numbers

Found 6 phone numbers

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James Matthews

Chief Revenue Officer at MarketGrid

United States
2
- aol.com
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- +1 734-464-XXXX
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James Matthews

Chief Financial Officer at Adtran, Inc

Owens Cross Roads, AL, US
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- +1 256-963-XXXX
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Top Consolidated Planning, Inc. Employees

Kelley Hughes

Managing Director and Financial Advisor at Consolidated Planning, Inc.

Charlotte, NC, US
1
- cplanning.com
2
- +1 704-819-XXXX
- +1 213-236-XXXX
Neal Brincefield

Special Consultant, The Living Balance Sheet® at Consolidated Planning, Inc.

Chapel Hill, NC, US
3
- gmail.com
- cplanning.com
- sbcglobal.net
5+
- +1 828-260-XXXX
- +1 704-654-XXXX
- +1 412-287-XXXX
- +1 704-319-XXXX
- +1 918-828-XXXX
- +1 919-537-XXXX
Joe Pagani

Financial Advisor at Consolidated Planning, Inc.

Charlotte, NC, US
3
- gmail.com
- hotmail.com
- cplanning.com
4
- +1 704-733-XXXX
- +1 704-231-XXXX
- +1 704-756-XXXX
- +1 704-568-XXXX
Ernest Guerriero

Director of Business Markets at Consolidated Planning, Inc.

New York, NY, US
1
- gmail.com
Ben Decker

Financial Advisor at Consolidated Planning, Inc.

Charleston, SC, US
3
- cplanning.com
- hotmail.com
- comcast.net
5+
- +1 843-861-XXXX
- +1 843-579-XXXX
- +1 704-364-XXXX
- +1 843-421-XXXX
- +1 843-367-XXXX
- +1 843-324-XXXX

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