Wes James Email & Phone Number
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Wes James Location
- Tampa, FL, US
Wes James Work
- Financial Planner @ Capital Advisory Group (October 2006 - Present)
- Personal Services Group @ (January 2004 - January 2006)
Wes James Education
- University of Florida - Warrington College of Business
Bachelor of Science in Business Administration (Finance)
1993-1997
Wes James Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Estate Planning
- Investment Advisory
- Investment Strategies
- Investments
- Portfolio Management
- Retirement Planning
- Strategic Financial Planning
- Strategic Planning
- Wealth Management
- Finance
- Project Planning
- Strategic Financial
- PowerPoint
Wes James Summary
- Wes James, based in Tampa, FL, US, is currently a Financial Planner at Capital Advisory Group. Wes James brings experience from previous roles at T Rowe Price. Wes James holds a 1993 - 1997 Bachelor of Science in Business Administration in Finance @ University of Florida - Warrington College of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Estate Planning, Investment Advisory and more. Wes James has 1 emails and 1 mobile phone numbers on RocketReach.
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