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
- Director of Wealth Management @ (February 2017 - Present)
- Financial Advisor @ Intelligent Retirement (March 2021 - Present)
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
- Writing
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.
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