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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...
Steven Digregorio (CRD# 1731139) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 36 years of experience in the finance industry.
Courtney Dinning (CRD# 4667823) is an Investment Advisor Representative working at Morgan Stanley in Mclean, VA and has over 8 years of experience in the finance industry.
Sean Dooley (CRD# 3083653) is an Investment Advisor Representative working at Wells Fargo Advisors in Mclean, VA and has over 25 years of experience in the finance industry. Sean Dooley 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.
Barbara Doran (CRD# 1308785) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 23 years of experience in the finance industry.
Steven Dorman (CRD# 70549) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mclean, VA and has over 40 years of experience in the finance industry.
Mark Doughty (CRD# 4654073) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 20 years of experience in the finance industry. Mark Doughty 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.
Bill DuBose (CRD# 2968906) is an Investment Advisor Representative working at Lpl Financial LLC in MclLan, VA and has over 20 years of experience in the finance industry. William Dubose 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Kathleen Duffy (CRD# 3023588) is an Investment Advisor Representative working at Independence Wealth Advisors Inc. in Mclean, VA and has over 26 years of experience in the finance industry. Kathleen Duffy 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.
Michael Duffy (CRD# 5781189) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 9 years of experience in the finance industry.
Patrick Dunne (CRD# 5120022) is an Investment Advisor Representative working at Creative Planning in Mclean, VA and has 1 year of experience in the finance industry. Patrick Dunne 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.