James Horn

James Horn Email and Phone Number

Transformation Analyst @ Capital Investment Advisors
Florida, United States
James Horn's Location
Greater Tampa Bay Area, United States
About James Horn

I would describe myself as driven. I am always working to better myself and those around me! Whether it's improving my golf game, being an advocate for my clients, or just being a better human being than I was yesterday, I try to go to sleep each night better than when I woke up. I am perpetually curious, and always interested in connecting with new people. Email: james.a.horn@outlook.comPhone Number: (603) 921-9628

James Horn's Current Company Details
Capital Investment Advisors

Capital Investment Advisors

View
Transformation Analyst
Florida, United States
Website:
yourwealth.com
Employees:
112
James Horn Work Experience Details
  • Capital Investment Advisors
    Transformation Analyst
    Capital Investment Advisors
    Florida, United States
  • Capital Investment Advisors
    Investment Associate
    Capital Investment Advisors Dec 2023 - Present
    Greater Tampa Bay Area
  • Fisher Investments
    Investment Counselor
    Fisher Investments Nov 2021 - Present
    Greater Tampa Bay Area
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Mar 2020 - Sep 2021
    I take advantage of the expertise of Merrill and the capabilities of Bank of America to help business owners simplify and create synergy between their personal and professional financial lives. I take the time to get to know each individual- their goals, worries, families, aspirations. We talk about why you started this business in the first place, and why you continue to get up each morning and work to create something that is unique to you. We talk about exit strategies, succession planning, employee benefit plans, and any other concerns you may have. Then, my team and I create a plan that is as unique to you as your business.I also work with service members past, present, and transitioning. Having been through many similar experiences as you, I understand the specific financial restraints and opportunities afforded to you throughout your service and after. Whether you have questions about your TSP, life insurance, mortgages, or how to create your own structure and purpose after leaving the military, connect and reach out to me.*Banking products and services provided by Bank of America, N.A.*James Horn NMLS ID 1983619
  • Northwestern Mutual
    Registered Representative
    Northwestern Mutual Nov 2018 - Nov 2019
  • United States Marine Corps
    Squad Leader
    United States Marine Corps Oct 2014 - Aug 2018

James Horn Skills

Leadership High Net Worth Wealth Planning Business Development Business Owner Planning Leadership Development Family Financial Advisor Customized Wealth Planning Critical Thinking Family Business Ownership Strategic Planning Business Succession Planning Business Exit Planning Customized Retirement Planning Small Business Retirement Plans Retirement And Career Transition Planning Employee Benefits Planning

James Horn Education Details

Frequently Asked Questions about James Horn

What company does James Horn work for?

James Horn works for Capital Investment Advisors

What is James Horn's role at the current company?

James Horn's current role is Transformation Analyst.

What schools did James Horn attend?

James Horn attended Western Governors University, Western Governors University, University Of South Florida, Salve Regina University.

What skills is James Horn known for?

James Horn has skills like Leadership, High Net Worth Wealth Planning, Business Development, Business Owner Planning, Leadership Development, Family Financial Advisor, Customized Wealth Planning, Critical Thinking, Family Business Ownership, Strategic Planning, Business Succession Planning, Business Exit Planning.

Who are James Horn's colleagues?

James Horn's colleagues are Shanna M Steele, Jason Gove, Crpc®, Cws®, John Etherington, Julia Dixon, Adria Demeo, Crpc®, Paul Hernandez, Denispatrick Connolly.

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