James Love
Executive Vice President | Private Wealth Management at Capital Wealth Advisors | Sarasota, Florida, United States
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Executive Vice President | Private Wealth Management at Capital Wealth Advisors in June 2022 to Present
Senior Vice President | Private Wealth Management at Capital Wealth Advisors in October 2021 to June 2022
Vice President | Private Wealth Management at Capital Wealth Advisors in December 2018 to October 2021
Financial Consultant at Fidelity Investments in May 2016 to December 2018
Investment Solutions Consultant at Fidelity Investments in October 2012 to May 2016
Investment Representative at Fidelity Investments in March 2010 to October 2012
Private Client Specialist at Fidelity Investments in September 2007 to March 2010
Retirement Investment Services Consultant at Fidelity Investments in June 2006 to September 2007
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Southern New Hampshire University, Bachelor of Finance
New Hampshire Technical Institute, Associate of Science (A.S.)
Kaplan University, Certificate, Financial Planning and Services
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Investment Strategies
Retirement Planning
Income Protection
Wealth Preservation
Retirement Income Strategies
Relationship Building
Wealth Management
Financial Planning
Holistic Financial Planning
Tax-advantaged Investment Strategies
Asset Management
Tactical Asset Allocation
Wealth Management Services
Wealth Accumulation
Wealth Preservation Planning
Financial Risk Management
Personal Financial Planning
Investment Advisory
Risk Management
Long-term Care
High Net Worth Individuals
Strategic Planning
Asset Protection
Presentation Skills
Financial Services
Estate Planning
Social Security
Tax Efficiency
Asset Allocation
Life Insurance
Asset Location
Pension Funds
Finance
Investments
Wealth Transfer
Life & Health Insurance Licenses
Certified Financial Planner
Series 7
Series 65
Series 63
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Discover more about Capital Wealth AdvisorsWhat is James Love email address?
Email James Love at [email protected], [email protected] and [email protected]. This email is the most updated James Love's email found in 2026.
How to contact James Love?
To contact James Love send an email to [email protected], [email protected] or [email protected].
What company does James Love work for?
James Love works for Capital Wealth Advisors
What is James Love's role at Capital Wealth Advisors?
James Love is Executive Vice President | Private Wealth Management
What is James Love's Phone Number?
James Love's phone (305) ***-*113
What industry does James Love work in?
James Love works in the Financial Services industry.
James Love Email Addresses
James Love Phone Numbers
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