James, Branch Manager of the Erie, Pennsylvania and Rochester, New York offices, joined Waddell & Reed in 2003. He has over 15 years’ experience in the industry and has earned the Chartered Mutual Fund Counselor (CMFC) designation. James graduated from Miami University with a BS in Business Marketing. He is a member of NAIFA, the National Association of Insurance and Financial Advisors and has previously served as President of that organization. James is also active in GAMA International and several associations. He enjoys spending time outdoors and watching his children’s sports teams. He lives with his wife and two children in Concord Township, Ohio.
As a member of the Waddell & Reed field leadership team, James oversees numerous financial advisors throughout the area, who serve the financial needs of the community including:
- Building and leading a team of financial advisors who share Waddell & Reed’s commitment to financial planning and superior client service.
- Providing ongoing professional development and management of financial advisors, district managers and staff; building upon rapport with veteran financial advisors to further develop skills for garnering greater client success.
- Growing Waddell & Reed’s presence in the region by strategically increasing both the capacity of the sales division and number of new clients.
- Directing ongoing strategic leadership initiatives to further Waddell & Reed’s mission and vision. Connect with him on LinkedIn!
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