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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Over 30 Years of Financial Experience
Education
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Certifications
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
Experience
For the last...
Lisa Barbieri (CRD# 3273981) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 24 years of experience in the finance industry.
Paul Barbieri (CRD# 2198441) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vienna, VA and has over 29 years of experience in the finance industry.
Benjamin Barbour (CRD# 5948847) is an Investment Advisor Representative working at Fountainhead Fiduciary, LLC in Reston, VA and has over 12 years of experience in the finance industry.
Gabriella Barbuto (CRD# 6750594) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 5 years of experience in the finance industry.
Robert Barbuto (CRD# 12258) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 43 years of experience in the finance industry.
Robert Barcellona (CRD# 5798147) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Washington, DC and has over 13 years of experience in the finance industry.
Jeffrey Barker (CRD# 1907737) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Leesburg, VA and has over 34 years of experience in the finance industry.
Donna Barksdale (CRD# 5972024) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Laurel, MD and has over 12 years of experience in the finance industry.
Lauren Barnak (CRD# 5677579) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in McLean, VA and has over 13 years of experience in the finance industry.
Gary Barnes (CRD# 1844112) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Leesburg, VA and has over 35 years of experience in the finance industry.