James is an Investment Advisor at Maridea Wealth Management. His experience includes roles at VitalStone Financial, MML Investors Services, and Private Client Services, where he gained expertise in investment management and insurance solutions. James focuses on creating customized financial strategies to help clients achieve long-term financial stability.

James holds a Bachelor of Business Administration from Concordia University Texas, bringing a well-rounded approach to financial planning and tailored advice for individual client needs.