Associate Wealth Advisor
Current
Oct 2024 - Present
AeroLeads people directory · profile
James Francis Email & Phone Number
Associate Wealth Advisor at SC&H Wealth
at
SC&H
1 work email found
@scandh.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Wealth Advisor at SC&H Wealth
Location
Sparks Glencoe, Maryland, United States
Company size
Who is James Francis? Overview
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Quick answer
James Francis is listed as Associate Wealth Advisor at SC&H Wealth at SC&H, a with 341 employees, based in Sparks Glencoe, Maryland, United States. AeroLeads shows a work email signal at scandh.com and a matched LinkedIn profile for James Francis.
James Francis previously worked as Associate Wealth Advisor at Sc&H and Client Service Associate at Sc&H Group. James Francis holds Bachelor Of Business Administration - Bba, Risk Management And Insurance, Finance from Darla Moore School Of Business.
Company email context
Email format at SC&H
This section adds company-level context without repeating James Francis's masked contact details.
*@scandh.com
68% confidence
AeroLeads found 1 current-domain work email signal for James Francis. Compare company email patterns before reaching out.
Profile bio
About James Francis
James Francis is a Associate Wealth Advisor at SC&H Wealth at SC&H. He possess expertise in leadership, python, microsoft office, teamwork, microsoft word and 6 more skills.
Listed skills include Leadership, Python, Microsoft Office, Teamwork, and 7 others.
Current workplace
James Francis's current company
Company context helps verify the profile and gives searchers a useful next step.
Sc&H
3 roles
James Francis work experience
A career timeline built from the work history available for this profile.
Client Service Associate
Sep 2022 - Oct 2024
Wealth Management Intern
- Assisted a team of financial advisors, tax professionals, and client service representatives with the development and maintenance of strategic financial plans for 600+ clients.- Shadowed advisors in client meetings, documenting and compiling focus points and initiating follow-up conversations and actions.- Analyzed and adjusted department procedures to ensure clear communication of goals and concepts to clients and new employees.- Restructured eight new client’s investment and retirement accounts using Morningstar Advisor Workstation to diversify market exposure and maximize future portfolio potential.
Jun 2021 - Aug 2021
Team & coworkers
Colleagues at SC&H
Other employees you can reach at schgroup.com. View company contacts for 341 employees →
EP
Emily Parkes
Colleague at Sc&HYork, Pennsylvania, United States
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BD
Betty Dawson
Colleague at Sc&HSparks, Maryland, United States
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SW
Sherrie Williams
Colleague at Sc&HBrooklyn Homes, Maryland, United States
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TA
Temiloluwa A.
Colleague at Sc&HOwings Mills, Maryland, United States
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MB
Matt Berry
Colleague at Sc&HTampa, Florida, United States
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BG
Brian Grimm
Colleague at Sc&HSparks, Maryland, United States
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AD
Anthony Digiulian
Colleague at Sc&HMclean, Virginia, United States
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JM
Jacob Murter
Colleague at Sc&HWashington Dc-Baltimore Area, United States
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FN
Fatah Nasution
Colleague at Sc&HWest Java, Indonesia
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JA
Jamey Ayers
Colleague at Sc&HHampstead, Maryland, United States
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Emily Parkes
Colleague at Sc&HYork, Pennsylvania, United States
View →
BD
Betty Dawson
Colleague at Sc&HSparks, Maryland, United States
View →
SW
Sherrie Williams
Colleague at Sc&HBrooklyn Homes, Maryland, United States
View →
TA
Temiloluwa A.
Colleague at Sc&HOwings Mills, Maryland, United States
View →
MB
Matt Berry
Colleague at Sc&HTampa, Florida, United States
View →
BG
Brian Grimm
Colleague at Sc&HSparks, Maryland, United States
View →
AD
Anthony Digiulian
Colleague at Sc&HMclean, Virginia, United States
View →
JM
Jacob Murter
Colleague at Sc&HWashington Dc-Baltimore Area, United States
View →
FN
Fatah Nasution
Colleague at Sc&HWest Java, Indonesia
View →
JA
Jamey Ayers
Colleague at Sc&HHampstead, Maryland, United States
View →
2 education records
James Francis education
Bachelor Of Business Administration - Bba, Risk Management And Insurance, Finance
High School Diploma
FAQ
Frequently asked questions about James Francis
Quick answers generated from the profile data available on this page.
What company does James Francis work for?
James Francis works for SC&H.
What is James Francis's role at SC&H?
James Francis is listed as Associate Wealth Advisor at SC&H Wealth at SC&H.
What is James Francis's email address?
AeroLeads has found 1 work email signal at @scandh.com for James Francis at SC&H.
Where is James Francis based?
James Francis is based in Sparks Glencoe, Maryland, United States while working with SC&H.
What companies has James Francis worked for?
James Francis has worked for Sc&H and Sc&H Group.
Who are James Francis's colleagues at SC&H?
James Francis's colleagues at SC&H include Emily Parkes, Betty Dawson, Sherrie Williams, Temiloluwa A., and Matt Berry.
How can I contact James Francis?
You can use AeroLeads to view verified contact signals for James Francis at SC&H, including work email, phone, and LinkedIn data when available.
What schools did James Francis attend?
James Francis holds Bachelor Of Business Administration - Bba, Risk Management And Insurance, Finance from Darla Moore School Of Business.
What skills is James Francis known for?
James Francis is listed with skills including Leadership, Python, Microsoft Office, Teamwork, Microsoft Word, Microsoft Access, Microsoft Excel, and Public Speaking.
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