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@southerntrustfinancial.com
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James Cooper is listed as Partner, Senior Wealth Advisor at Beacon Pointe Advisors at Beacon Pointe, a company with 186 employees, based in Sarasota, Florida, United States. AeroLeads shows a work email signal at southerntrustfinancial.com and a matched LinkedIn profile for James Cooper.
James Cooper previously worked as Partner, Senior Wealth Advisor at Beacon Pointe and Senior Vice-President Investments at Southern Trust Financial Planning. James Cooper holds Master'S Degree, Economics from Florida State University.
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“How is your IRA invested? Are your investments as tax efficient as possible? Have you taken your RMD for the year? Is your estate plan up to date?”My job as a wealth advisor is to educate, empower and engage clients in their personal finances so that they can live their best lives. I spend time with clients in all areas of financial planning and investments to best help them get to where they want to go. My process starts with a conversation. I want to learn about what’s important to the individual – personal values, family, business and interests, goals and future plans. I then tailor a custom plan to help achieve these goals and aspirations. Many of my clients’ plans are based upon the following goals:Retirement ReadinessRetirement IncomeEducation Cost PlanningStrategic Tax & Estate PlanningCareer & Business PlanningLife Changes & MilestonesValues-Based and Impact Investing I take great pride in helping my clients achieve their life and legacy goals. If you would like to learn more about how we can work together, I would love to get in touch.
Listed skills include Retirement Planning, Investments, Wealth Management, Estate Planning, and 15 others.
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Sarasota, Florida, United States
On December 31, 2021, Southern Trust Financial Planning joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service.
Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →
Jack Cohen
Colleague at Beacon Pointe
Blacksburg, Virginia, United States, United States
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AP
Ann Pickrell
Colleague at Beacon Pointe
United States, United States
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TR
Todd Ruble
Colleague at Beacon Pointe
Scottsdale, Arizona, United States, United States
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Ryan Leahy
Colleague at Beacon Pointe
Waltham, Massachusetts, United States, United States
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Cameron Wright
Colleague at Beacon Pointe
Los Angeles Metropolitan Area, United States
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JL
Joshua Lustbader
Colleague at Beacon Pointe
Scottsdale, Arizona, United States, United States
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DB
Diana Brown
Colleague at Beacon Pointe
New York City Metropolitan Area, United States
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Ryan Griffin
Colleague at Beacon Pointe
Austin, Texas, United States, United States
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AB
Arun Bharath
Colleague at Beacon Pointe
Newport Beach, California, United States, United States
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CW
Christina White, Cfp®
Colleague at Beacon Pointe
Columbia, Maryland, United States, United States
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Quick answers generated from the profile data available on this page.
James Cooper works for Beacon Pointe.
James Cooper is listed as Partner, Senior Wealth Advisor at Beacon Pointe Advisors at Beacon Pointe.
AeroLeads has found 2 work email signals at @southerntrustfinancial.com for James Cooper at Beacon Pointe.
James Cooper is based in Sarasota, Florida, United States while working with Beacon Pointe.
James Cooper has worked for Beacon Pointe, Southern Trust Financial Planning, and Moors & Cabot.
James Cooper's colleagues at Beacon Pointe include Jack Cohen, Ann Pickrell, Todd Ruble, Ryan Leahy, and Cameron Wright.
You can use AeroLeads to view verified contact signals for James Cooper at Beacon Pointe, including work email, phone, and LinkedIn data when available.
James Cooper holds Master'S Degree, Economics from Florida State University.
James Cooper is listed with skills including Retirement Planning, Investments, Wealth Management, Estate Planning, Series 7, Strategic Financial Planning, Investment Advisory, and Series 63.
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