James Pringle
Senior Financial Advisor, Senior Vice President - Investment Officer at Wells Fargo Advisors
- Role
- Senior Financial Advisor, Senior Vice President-investments at Wells Fargo Advisors
- Location
- Melbourne, FL, US
- LinkedIn followers
- 500 followers
About James Pringle
I work with a select group of individuals, families and businesses to build, protect…
Experience
Senior Financial Advisor, Senior Vice President-investments
Jun 2005 — Present
I do more than provide investment advice to the average investor. As a Financial Advisor and Vice President - Investments, I guide a team of professionals who provide customized wealth management services to a select group of sophisticated clients. Wealthy families, nonprofit organizations, and private institutions for more than two decades have sought my team\'s experience and thoughtful insight. We are experienced and energized, educated, and informed.
Skills
- Management
- Customer Service
- Nonprofits
- Wealth Preservation
- Leadership
- Mutual Funds
- Financial Advisory
- Investments
- Retirement Planning
- Microsoft Office
- Finance
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