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James Holloway Jr., CFP, MBA
Financial Advisor
I am a Financial Advisor with a CERTIFIED FINANCIAL PLANNER TM designation employed with Wells Fargo Advisors. I service my clients, by helping them to build, manage & preserve their wealth through a broad array of financial products and services. I have 37 years experience helping clients with investment planning strategies. I enjoy bringing order to client's investment portfolios and helping execute on asset allocation, using the principals of modern portfolio theory. If a client does not wish to participate in the stock market, I can offer fixed income strategies. When a client allows me to interview them, this helps me to understand their goals, and recommend a sensible strategy. This requires information regarding a client's current investment strategy. I also attempt to learn about their targeted returns, risk tolerance, time horizon and liquidity needs. Other areas of investment expertise include Long Term Care, IRA's, retirement planning, portfolio strategies and investment planning.
Certificates
CFP, MBA
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