Give Tomorrow Today!
The Future Needs You!
I am a stage 4 cancer survivor and volunteer my time by sitting on two of the boards for the American Cancer Society; The Southeast Florida Area and Volunteer Leadership Board.
Further, James is a financial Advisor with the Steinmetz Jackson Wealth Management Group at Janney Montgomery Scott.James has over 18 years in the financial services industry including roles with Merrill Lynch Wealth Management, Allianz Private Equity Partners and Morgan Stanley. Joining Janney in 2018, James was attracted to Janney's history of value-driven accountability and keeping people at the center. James prides himself on making recommendations in line with his clients' personal financial needs and goals, striving to make a positive difference in his clients' lives.
James earned a BA in Business Administration with a concentration in Finance and a minor in Economics from Morehouse College, where he graduated Summa Cum Laude and Phi Beta Kappa. While at Morehouse, James was a Morgan Stanley Richard B. Fisher Scholar and a Bank of America Scholar. He is a native of South Florida and enjoys traveling internationally.