James Winner Email & Phone Number
Senior Vice President and Investments, Financial Advisor CFP @ Janney Montgomery Scott LLC
James Winner's Location
Maryland, United States
James Winner's Work
- Senior Vice President and Investments, Financial Advisor CFP @ Janney Montgomery Scott LLC
- Senior Vice President, Investments CFP @ RBC Wealth Management – Private Banking
- Senior Vice President, Investments @ Ferris Baker Watts Inc
- Senior Vice President, Investments @ Ferris Baker Watts Inc
James Winner's Education
- Rutgers University-New Brunswick
Bachelor's degree (Accounting and Business/Management)
1978 - 1982
James Winner's Skills
- Certified Financial Planner
- Retirement Planning
- Estate Planning
- Investments
- Insurance
- Portfolio Management
- Retirement Income Strategies
James Winner's Summary
James Winner, based in Maryland, United States, is currently a Senior Vice President and Investments, Financial Advisor CFP at Janney Montgomery Scott LLC, bringing experience from previous roles at RBC Wealth Management – Private Banking and Ferris Baker Watts Inc. James Winner holds a 1978 - 1982 Bachelor's degree in Accounting and Business/Management @ Rutgers University-New Brunswick. With a robust skill set that includes Certified Financial Planner, Retirement Planning, Estate Planning, Investments, Insurance and more, James Winner contributes valuable insights to the industry. James Winner has 1 email on RocketReach.
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