Jim Wilding
Partner @Confluence Financial Partners
Signup · Get unlimited contacts
WORK HISTORY
Partner @Confluence Financial Partners
Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss
EDUCATION
Virginia Tech - Pamplin College of Business
Bachelor's degree
ABOUT JIM WILDING
There’s great reward in helping people invest and manage their hard-earned money. That’s why in 1993, after a decade of working for IBM as a Financial Analyst and a Marketing Representative, I decided to put my degree in finance and accounting to work doing just that. Since then, I have enjoyed working with my clients and the personal satisfaction of having helped make a difference in their lives.Originally from Washington, D.C, I attended Virginia Tech, where I received a degree in finance and accounting. My wife, Carla, and I have seven children and reside in Upper St. Clair where we attend St. Louise de Marillac Church.Outside the office, I enjoy participating in sports and staying in shape. Which means when I’m not in the office, you’ll find me running, playing golf and skiing during the winter months. In an effort to help pass along my knowledge and love of sports to future generations, I have also coached youth baseball, softball, basketball and wrestling. When not participating in outdoor activities, I enjoy reading.Contact Info|J••••••••@ConfluenceFP.com41••••••77Confluence Financial Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.