James Defelice
Financial Consultant Specializing in Tax Efficient Investments and Planning Strategies
- Role
- Financial Consultant at Equitable Advisors
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About James Defelice
My mission is to inspire the people I work with to achieve financial stability, in order to make their families, their businesses, and their communities better. Above all else, I seek to make my clients feel sound about their financial picture and confident in their future. My passion involves getting to know people and bringing them together. In my time as a financial professional I have created a vast network and I believe in working together for the greater good for everyone. Plan for the future, so you can be confident in the present!
Experience
Financial Consultant
Jan 2020 — Present · New York, NY, US
AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)
Education
The Wharton School
Retirement Planning Specialist
University of Pittsburgh
Minor Degree in Economics
2011 — 2015
University of Pittsburgh
Certificate in Leadership and Ethics
2011 — 2015
University of Pittsburgh
Bachelor’s Degree
2011 — 2015
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