Carter Wealth Management

Biography

James Fitzgerald

Contact Information:

phonePhone

845.639.7277

James Fitzgerald

Financial Advisor

James has been in the financial services industry since 2010. He spent the beginning of his career as a corporate bond broker at Janney Montgomery Scott and D.A. Davidson. It was his passion for helping individuals that brought him to the investment management side of the business. James believes that the first step to helping clients and their families achieve success is to understand their goals, values, and vision. After listening to clients James can provide a strategy to help clients achieve their financial goals.

James holds his Series 7, 66 Registrations & New York Life & Health Insurance License. Outside of the Office James loves to spend time outdoors. He loves the extremes of the winter and summer, and his hobbies include hiking, running, skiing, snowboarding, snowmobiling, golfing, and wakeboarding.

This information is intended for use only by residents of AZ, CA, CO, CT, DE, FL. GA, IA, IN, MS, MD,
ME, MO, NC, ND, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA,
Return to About Us

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MO, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.