James Milton

Partner Pinnacle Wealth Group

Role
Partner at Pinnacle Wealth Group, Llc
Location
Memphis, TN, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About James Milton

As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual\'s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.I am not licensed in all jurisdictions.

Experience

  1. Partner

    Pinnacle Wealth Group, Llc

    Feb 2024 — Present · Memphis, TN, US

Education

  • Jackson State University

    Health and Physical Education/Fitness

    1971 — 1972

  • LeMoyne-Owen College

    Business Management, Business Administration and Management, General

    2002 — 2004

Skills

  • Microsoft Office
  • Sales
  • Leadership
  • Marketing
  • Insurance
  • Strategic Planning
  • Customer Service
  • Microsoft Excel
  • Life Insurance

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James Milton — Partner at Pinnacle Wealth Group, Llc in Memphis, TN, US | Unifers