Jim Vermilye
Financial Planner
- Role
- Financial Advisor at Morgan Stanley
- Location
- Easton, MD, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor
Nov 2016 — Present · US
Comprehensive Financial Planning
Education
St. Mary's College of Maryland
BS, Economics and Political Science
St. James' Episcopal School
High School Diploma, College prep
College for Financial Planning
CFP, Finance, General
1998 — 2000
Skills
- Alternative Investments
- Financial Analysis
- Securities
- Customer Service
- Wealth Management
- Risk Management
- Small Business
- Financial Modeling
- Public Speaking
- Investment Strategies
- Strategic Planning
- Insurance
- Fixed Annuities
- Investment Advisory
- Asset Managment
- Investment Management
- Electronic Trading
- Series 7
- Strategic Financial Planning
- Financial Advisory
- Asset Allocation
- Portfolio Management
- Investments
- Series 63
- Estate Planning
- Life Insurance
- Mortgage Lending
- Retirement Planning
- Trading
- High Net Worth Individuals
- Equities
- Mutual Funds
- Finance
- Financial Planning
- Asset Management
- Retirement
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