James Peppelman Email & Phone Number
SVP-Family Wealth Advisor @ Fulton Private Bank
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
James Peppelman Location
- Doylestown, PA, US
James Peppelman Work
- 2023 -now SVP-Family Wealth Advisor @
- 2019 -2023 Senior Vice President, Senior Business Wealth Advisor @
- 2017 -2019 Senior Vice President, Senior Private Client Advisor - US Trust and Bank of America Private Bank @
- 2015 -2017 Wealth Market Leader @
- 2013 -2015 Senior Vice President and Wealth Market Leader @
- 2010 -2013 Senior Vice President and Senior Wealth Advisor @
- 2002 -2010 Senior Vice President and Partner @
- 1999 -2002 Vice President @
- 1998 -1999 Client Manager @
- 1989 -1998 Vice President @
James Peppelman Education
- The American College of Financial Services
(CFP Certification)
2002-2004 - Ursinus College
BA (Major in Business Administration/Economics and Spanish)
1981-1985
James Peppelman Skills
- Banking
- Finance
- Wealth Management
- CRM
- Securities
- Investment Management
- Wealth
- Financial Services
- Strategic Financial Planning
- Investments
- Series 7
- Commercial Banking
- Management
- Credit
- Commercial Lending
- Series 63
- High Net Worth Individuals
- Mutual Funds
- Estate Planning
- Risk Management
- Retirement Planning
- Portfolio Management
- Asset Allocation
- Cash Management
- Financial Planning
- Leadership
- Strategic Planning
- Training
- Trading
James Peppelman Summary
- James Peppelman, based in Doylestown, PA, US, is currently a SVP-Family Wealth Advisor at Fulton Private Bank. James Peppelman brings experience from previous roles at Key Private Bank, Bank of America Private Bank, TD and PNC. James Peppelman holds a 2002 - 2004 The American College of Financial Services. With a robust skill set that includes Banking, Finance, Wealth Management, CRM, Securities and more. James Peppelman has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different James Peppelman?
Find contact details for 700 million professionals.
Others Named James Peppelman
James Peppelman
SVP-Family Wealth Advisor
Doylestown, PA, US
Top Fulton Private Bank Employees
Mark Hoffman
Chief Investment Officer
Philadelphia, PA, US
Richard Scott
Senior Vice-President and Family Wealth Advisor
Stroudsburg, PA, US
James Peppelman
SVP-Family Wealth Advisor
Doylestown, PA, US
Ken Norman
Vice President Relationship Management
Lancaster, PA, US
Ken Wachter
Vice President
Philadelphia, PA, US
Patricia Valeri
Wealth Planner III
United States
Todd Shaw
Vice President, FFA
Ellicott City, MD, US
Mary Talbutt
Vice President, Portfolio Manager
Philadelphia, PA, US
Stuart Juppenlatz
Senior Vice President
Lancaster, PA, US
Mike Wiggins
Vice President
Lancaster, PA, US
Patrice S.hoenninger
Managing Director
Lancaster, PA, US
Michael Emmet
Senior Vice President, Portfolio Manager
Washington, DC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co