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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Over 30 Years of Financial Experience
Education
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Certifications
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
Experience
For the last...
Zachary Villavicencio (CRD# 6157110) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Potomac, MD and has over 11 years of experience in the finance industry.
Michele Walthert (CRD# 4534313) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 21 years of experience in the finance industry. Michele Walthert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jay Weinstein (CRD# 1783142) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 29 years of experience in the finance industry.
Justin Wiseman (CRD# 6664415) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Potomac, MD and has over 7 years of experience in the finance industry.
Drew Woolery (CRD# 2918382) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Potomac, MD and has over 26 years of experience in the finance industry.
Jeffrey Corvin (CRD# 5585290) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Potomac, MD and has over 15 years of experience in the finance industry.
Lecount Davis (CRD# 4566832) is an Investment Advisor Representative working at Lecount R. Davis, Cfp in Potomac, MD and has 1 year of experience in the finance industry.
David Dickman (CRD# 7294191) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has over 3 years of experience in the finance industry.
Yehudah Fein (CRD# 7536540) is an Investment Advisor Representative working at Morgan Stanley in Potomac, MD and has 1 year of experience in the finance industry.
Amit Gutt (CRD# 5362870) is an Investment Advisor Representative working at Edward Jones in Potomac, MD and has 1 year of experience in the finance industry.