James Love
- Role
- Executive Vice President Private Wealth Management at Capital Wealth Advisors
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About James Love
The path to achieving our goals is often filled with challenges, making preparation…
Experience
Executive Vice President Private Wealth Management
Jun 2022 — Present
Skills
- Asset Protection
- Wealth Management
- Tax-Advantaged Investment Strategies
- Relationship Building
- Wealth Accumulation
- Certified Financial Planner
- Wealth Management Services
- Investment Advisory
- High Net Worth Individuals
- Social Security
- Asset Management
- Asset Allocation
- Financial Planning
- Series 63
- Income Protection
- Investment Strategies
- Strategic Planning
- Tactical Asset Allocation
- Financial Services
- Life Insurance
- Wealth Transfer
- Presentation Skills
- Holistic Financial Planning
- Asset Location
- Retirement Income Strategies
- Series 7
- Financial Risk Management
- Pension Funds
- Risk Management
- Series 65
- Personal Financial Planning
- Wealth Preservation
- Life & Health Insurance Licenses
- Retirement Planning
- Estate Planning
- Finance
- Investments
- Tax Efficiency
- Wealth Preservation Planning
- Long-Term Care
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