James Maher
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James Maher Email & Phone Number

Wealth Advisor, Senior Growth Strategist at Smith Anglin Financial
Location: United States, United States, United States 9 work roles 5 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Smith Anglin Financial
Role
Wealth Advisor, Senior Growth Strategist
Location
United States, United States, United States
Company size
35 employees

Who is James Maher? Overview

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Quick answer

James Maher is listed as Wealth Advisor, Senior Growth Strategist at Smith Anglin Financial, a company with 35 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for James Maher.

James Maher previously worked as Vice President, Regional Wealth Consultant at Calamos Wealth Management and Director, Wealth Advisor at Mai Capital Management, Llc. James Maher holds Master Of Jurisprudence, Wealth Management from Texas A&M University School Of Law.

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Smith Anglin Financial

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Profile bio

About James Maher

James Maher is a Wealth Advisor, Senior Growth Strategist at Smith Anglin Financial.

Current workplace

James Maher's current company

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Smith Anglin Financial
Smith Anglin Financial
Wealth Advisor, Senior Growth Strategist
United States
Website
smithanglin.com
Employees
35
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9 roles

James Maher work experience

A career timeline built from the work history available for this profile.

Vice President, Regional Wealth Consultant

Current
Calamos Wealth Management

Texas & The Rocky Mountains

Vice President, Wealth Consultant for Texas & The Rocky Mountain Region

Feb 2024 - Present

Director, Wealth Advisor

Mai Capital Management, Llc

Dallas-Fort Worth Metroplex

  • Director for Texas & Oklahoma covering Fidelity & Charles Schwab branches for the Wealth Advisor Solutions (WAS) and Schwab Advisor Network (SAN) advisor referral programs.
  • Opened first Texas office to establish MAI Capital Management presence in a new territory/established relationships with Fidelity Financial Consultants through in branch presentations and client referrals.
  • Managed entire sales process with remote administrative staff and financial planning team.
  • Created holistic/tailored financial plans involving tax planning, estate planning, insurance, investments, retirement planning, options strategies, alternatives, and income planning.
  • Implemented and traded client portfolios using multiple platforms including eMoney, Genesis, Moxy, Wealthscape, and Black Diamond.
Aug 2022 - Dec 2023

Master Sergeant-Retired-Flight Medicine

301St Fighter Wing - Us Air Force Reserve

NAS JRB Fort Worth, TX

  • Train and supervise a staff of over 15 in the daily operations of emergency medical services and aerospace medicine
  • Planned, organized, recorded, and implemented the immunizations for three squadrons that contained over 250 service members.
  • Facilitated and coordinated the critical care air transportation for patients air-evaced from the Middle East to the United States.
  • Managed the JPS Hospital training program for the Air Force in Fort Worth, TX
Sep 2002 - Apr 2023

Senior Investment Counselor

Fisher Investments

Plano, Texas

  • Managed over $340MM in assets/client relationships
  • Converted prospects to clients in three step process
  • Managed accounts, portfolios, asset transfers, financial planning, relationships, and risk assessment
  • Created financial plans based on client’s long-term goals with behavioral counseling to keep clients disciplined
  • Created advanced tax & estate planning strategies for high-net-worth clients
Dec 2018 - Mar 2022

Financial Advisor

Ameriprise Financial Services, Inc.

Dallas, Texas, United States

  • Managed over $180MM in assets
  • Created advanced tax planning strategies for high-net-worth clients
  • Created and executes options strategies, private equity investments, and structured products
  • Managed client relationships, accounts, portfolios, asset transfers, trades, financial planning, and risk assessment
Jun 2018 - Dec 2018

Financial Advisor

Edward Jones

Fort Worth, Texas, United States

  • Solely built and managed a book of over $35MM of brokerage and individual retirement assets.
  • Led branch team in strategic planning and execution of trimester and annual business goals.
  • Managed entire sales process and serviced clients through holistic financial planning
  • Provided one-on-one field training for new advisors.
Mar 2014 - Jun 2018
Team & coworkers

Colleagues at Smith Anglin Financial

Other employees you can reach at smithanglin.com. View company contacts for 35 employees →

DG Daisy Giles Daisy Giles Colleague at Smith Anglin Financial Dallas, Texas, United States, United States View → SG Stephanie Goodwin Stephanie Goodwin Colleague at Smith Anglin Financial Dallas, Texas, United States, United States View → ED Erick Dahl Erick Dahl Colleague at Smith Anglin Financial Dallas, Texas, United States, United States View → TB Tamara Brown Tamara Brown Colleague at Smith Anglin Financial Dallas-Fort Worth Metroplex, United States View → WW Wayne Worthington Wayne Worthington Colleague at Smith Anglin Financial Dallas-Fort Worth Metroplex, United States View → DS Debbie Selvidge Debbie Selvidge Colleague at Smith Anglin Financial Dallas, Texas, United States, United States View → AG Anneliese Griego Anneliese Griego Colleague at Smith Anglin Financial Dallas, Texas, United States, United States View → CC Cheryl Cicero Cheryl Cicero Colleague at Smith Anglin Financial Denton, Texas, United States, United States View → ME Monica Episcopo Monica Episcopo Colleague at Smith Anglin Financial Dallas-Fort Worth Metroplex, United States View → PS Patricia Stever Patricia Stever Colleague at Smith Anglin Financial Prosper, Texas, United States, United States View →
5 education records

James Maher education

FAQ

Frequently asked questions about James Maher

Quick answers generated from the profile data available on this page.

What company does James Maher work for?

James Maher works for Smith Anglin Financial.

What is James Maher's role at Smith Anglin Financial?

James Maher is listed as Wealth Advisor, Senior Growth Strategist at Smith Anglin Financial.

Where is James Maher based?

James Maher is based in United States, United States, United States while working with Smith Anglin Financial.

What companies has James Maher worked for?

James Maher has worked for Smith Anglin Financial, Calamos Wealth Management, Mai Capital Management, Llc, 301St Fighter Wing - Us Air Force Reserve, and Fisher Investments.

Who are James Maher's colleagues at Smith Anglin Financial?

James Maher's colleagues at Smith Anglin Financial include Daisy Giles, Stephanie Goodwin, Erick Dahl, Tamara Brown, and Wayne Worthington.

How can I contact James Maher?

You can use AeroLeads to view verified contact signals for James Maher at Smith Anglin Financial, including work email, phone, and LinkedIn data when available.

What schools did James Maher attend?

James Maher holds Master Of Jurisprudence, Wealth Management from Texas A&M University School Of Law.

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