AIF®
AID Wealth Solutions Group
Jim joined RBC Wealth Management in 2018 in their new office in Nashville, TN. Previously, he was a Managing Director-Investments with Wells Fargo Advisors, LLC, for nearly 10 years. Jim was also listed by the Financial Times on their national FT 400 and Top Financial Advisors list in 2017. Most recently, he was nominated and admitted as a member to the Retirement Advisors Council, a national organization of 150 members made up of advisors, asset managers and defined contribution service providers.
Jim’s has over 24 years’ experience working with nationally recognized employee benefit consulting and investment firms. He has a global view of institutional retirement plan management, trusts, and individual high-net-worth portfolio construction. This led Jim to found AID Wealth Solutions Group promoting the benefit for firms of using an advisory service that can offer insight and guidance on a multitude of issues related to retirement plans.
Jim has a BA, Business Administration from Middle Tennessee State University and has attained the Accredited Investment Fiduciary (AIF®) certification from Fi360.
https://us.rbcwealthmanagement.com/web/aidwealthsolutionsgroup/
(615) 928-9512
Nashville, TN
Client plans - 22
Participants: 18,400
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