Martin James Email & Phone Number
Managing Director @ Modern Wealth Management
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Martin James Location
- Mooresville, IN, US
Martin James Work
- Managing Director @ (July 1986 - Present)
Martin James Education
- Indiana University Bloomington
B.S. (Accounting)
1977-1981
Martin James Skills
- Estate Planning
- Fixed Annuities
- Wealth
- Asset Management
- Tax
- Investments
- Income Tax
- Wealth Management
- Trusts
- Strategic Financial Planning
- Retirement
- Retirement Planning
- Financial Advisory
- Small Business
- Investment Strategies
- Series 7
- Alternative Investments
- Long-term Care
- Securities
- Investment Advisory
- 401k
- Real Estate
- Financial Analysis
- Portfolio Management
- Asset Allocation
- Financial Planners
- Financial Planning
- Mutual Funds
Martin James Summary
- Martin James, based in Mooresville, IN, US, is currently a Managing Director at Modern Wealth Management. Martin James holds a 1977 - 1981 B.S. in Accounting @ Indiana University Bloomington. With a robust skill set that includes Estate Planning, Fixed Annuities, Wealth, Asset Management, Tax and more. Martin James has 3 emails and 6 mobile phone numbers on RocketReach.
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