James Nutter
Director of Innovation & Client Experience IM Wealth
- Role
- Director of Innovation & Client Experience at Im Wealth
- Location
- Traverse City, MI, US
- LinkedIn followers
- 500 followers
Experience
Director of Innovation & Client Experience
May 2016 — Present · Grand Rapids, MI, US
IM Wealth provides fee based Financial Planning & Wealth Management services.IM Wealth specializes in financial planning and wealth management for physicians, corporate owners & executives, affluent investors, organizations & institutions, & attorneys.Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. IM Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 99 Monroe Ave. NW. Suite 700 - Grand Rapids, MI. 49503 – (61••••••86
Education
Grand Valley State University
Bachelor’s Degree, Accounting and Finance
2012 — 2016
Skills
- Research
- Sales
- Leadership
- Networking
- Customer Service
- Team Leadership
- Marketing
- Life Insurance
- Teamwork
- Relationship Management
- Powerpoint
- Time Management
- Microsoft Office
- Finance
- Social Media
- Public Speaking
- Microsoft Word
- Microsoft Excel
- Social Networking
- Disability Insurance
- Accounting
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