James Wilson Email & Phone Number

Financial issues are present throughout our daily lives and impact how we approach our short-term needs and long-term goals. Many of us were never taught how investments work and how to properly manage our financial lives or about our financial decisions' impact on our personal well-being and that of our communities.In my role as a brand, marketing, and user experience specialist for North Berkeley Wealth Management, I bring awareness to the benefits of financial planning and investment management to existing and prospective clients. I engage clients, professionals, and our community through social media, events, graphic and web design, and marketing to educate people about our professional expertise and our involvement with our community.I’m deeply interested in the stories of the people we interact with on a daily basis and our company’s role as a community leader and resource. I believe that stronger networks and deeper connections will be made by listening to and understanding the stories of our clients and community partners in relation to their financial needs and goals.

Listed skills include New Business Development, Marketing Strategy, Marketing Event Planning, Brand Management, and 7 others.