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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...
Andrew Anderson (CRD# 6516218) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 7 years of experience in the finance industry.
Eric Ashmont (CRD# 6989589) is an Investment Advisor Representative working at Edward Jones in Rockville, MD and has over 5 years of experience in the finance industry.
Mark Avallone (CRD# 1276486) is an Investment Advisor Representative working at Commonwealth Financial Network in Rockville, MD and has over 20 years of experience in the finance industry. Mark Avallone 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.
Robert Baker (CRD# 6231831) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 10 years of experience in the finance industry.
Michelle Balfe (CRD# 4576033) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rockville, MD and has over 19 years of experience in the finance industry.
Daniel Ball (CRD# 6565538) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 6 years of experience in the finance industry.
Bill Bancroft is the Chief Executive Officer of Impact Capital and has been serving high net worth clients for over 20 years. In addition to being an advisor to clients, Bill is responsible for the overall client experience, including consistent delivery of investment advice and exceptional service. He proactively identifies new planning and investment strategies designed to benefit the firm’s clients.
Prior to joining Impact Capital, Bill spent the majority of his career at Convergent Wealth Advisors. During his 16 years with the firm, he was part of a team that grew the firm’s assets under...
Charles Bankerd (CRD# 1550420) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 37 years of experience in the finance industry.
Steven Barnes (CRD# 1988057) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 34 years of experience in the finance industry. Steven Barnes 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.
John Barriga (CRD# 4975673) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Rockville, MD and has over 16 years of experience in the finance industry.