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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...
Brian Murray (CRD# 4059588) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 15 years of experience in the finance industry.
Haris Mutapcic (CRD# 6050434) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Reston, VA and has over 11 years of experience in the finance industry.
Nabih Nabti (CRD# 1461243) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Reston, VA and has over 38 years of experience in the finance industry. Nabih Nabti 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.
Timothy Neary (CRD# 2629976) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 28 years of experience in the finance industry.
Gregory Nerantzis (CRD# 1260820) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 39 years of experience in the finance industry.
Michael Ness (CRD# 4926689) is an Investment Advisor Representative working at Cerity Partners LLC in Reston, VA and has over 19 years of experience in the finance industry. Michael Ness 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.
W Nicoll (CRD# 1033529) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 42 years of experience in the finance industry.
Stephen Nohowel (CRD# 1491082) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 38 years of experience in the finance industry. Stephen Nohowel 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.
David Odiorne (CRD# 1893820) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 24 years of experience in the finance industry. David Odiorne 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.
Deborah Okim (CRD# 4746626) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Reston, VA and has over 20 years of experience in the finance industry.