Jim Kirk Email & Phone Number
Senior Vice President, Financial Advisor @ RBC Wealth Management
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Jim Kirk Location
- Saint Paul, MN, US
Jim Kirk Work
- Senior Vice President, Financial Advisor @ (April 2025 - Present)
- Senior Vice President, Private Wealth Advisor - U.S. Bank Private Wealth Management @ (January 2015 - April 2025)
- Senior Manager, Wealth Consulting Service @ (January 2013 - January 2015)
- CERTIFIED FINANCIAL PLANNERâ„¢ Professional @ (January 2012 - January 2013)
- Vice President, Regional Wealth Advisory Consultant @ (January 2011 - January 2012)
- Financial Advisor @ Morgan Stanley Smith Barney & Merrill Lynch (January 2008 - January 2011)
- Vice President, Regional Wealth Management Specialist @ (January 2006 - January 2008)
- Financial Planning Specialist @ (January 2005 - January 2006)
- Communications Associate @ (January 2000 - January 2004)
Jim Kirk Education
- University of St. Thomas
BA (Journalism, Business)
- Boston University
Certificate in Financial Planning
Jim Kirk Skills
- Strategic Financial Planning
- Financial Advisory
- Retirement Planning
- Estate Planning
- Asset Management
- Comprehensive Wealth Management
- Financial Planning
- Wealth Transfer
- Finance
- Wealth Management
- Investments
- Leadership
- Management
- Public Speaking
Jim Kirk Summary
- Jim Kirk, based in Saint Paul, MN, US, is currently a Senior Vice President, Financial Advisor at RBC Wealth Management. Jim Kirk brings experience from previous roles at U.S. Bank, Ameriprise Financial Services, Inc. and Morgan Stanley Wealth Management. Jim Kirk holds a BA in Journalism, Business @ University of St. Thomas. With a robust skill set that includes Strategic Financial Planning, Financial Advisory, Retirement Planning, Estate Planning, Asset Management and more. Jim Kirk has 4 emails and 2 mobile phone numbers on RocketReach.
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