Dexter L. James
Financial Advisor at MAI Capital Management
- Role
- Financial Advisor at MAI Capital Management
- Location
- Hudson, OH, US
- LinkedIn followers
- 500 followers
About Dexter L. James
https://mai.capital/team/dexter-james/My ApproachI care about what’s important to youYour financial goals are individual, and I can help you achieve them.I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.With the right financial advice, life can be brilliant.Areas of focusCash Flow Management StrategiesTax Planning StrategiesInvestment ManagementFamily FinancesRetirement Planning StrategiesEstate Planning StrategiesSaving for Education
Experience
Financial Advisor
Aug 2022 — Present · Cleveland, OH, US
Dexter joined MAI Capital Management, LLC as a Senior Wealth Advisor and Managing Director on August 29, 2022. His primary business is to provide investment advice through MAI Capital wealth strategies to high net worth individuals and families. Dexter\'s vision is to develop, implement and monitor a sound financial plan tht will assist his clients with reaching their financial goals and make their dreams a reality.
Education
Siena University
BS, Finance
1989 — 1992
Cleveland State University
MBA, Finance & Law
1994 — 1997
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