Wes James Email & Phone Number

Financial Planner @ Capital Advisory Group

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Wes James Location

Tampa, FL, US

Wes James Work

2006 - now Financial Planner @ Capital Advisory Group
2004 - 2006 Personal Services Group @ T. Rowe Price

Wes James Education

University of Florida - Warrington College Of Business
Bachelor of Science in Business Administration (Finance)
1993 - 1997

Wes James Skills

Finance
Project Planning
Estate Planning

Investment Strategies
Asset Allocation
Strategic Planning
Strategic Financial Planning
Asset Management
Strategic Financial
PowerPoint

see less

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 Finance, Project Planning, Estate Planning, Investment Strategies, Asset Allocation and more. Wes James has 1 emails and 1 mobile phone numbers on RocketReach.

Wes James Emails

Found 1 emails

@msn.com

Wes James Phone Numbers

Found 4 phone numbers

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