Tax Advisor
Current
Sep 2020 - Present
AeroLeads people directory · profile
James S. Email & Phone Number
Tax Advisor
at
Block Advisors
1 work email found
@blockadvisors.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Tax Advisor
Location
Las Vegas, Nevada, United States
Company size
Who is James S.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
James S. is listed as Tax Advisor at Block Advisors, a with 1061 employees, based in Las Vegas, Nevada, United States. AeroLeads shows a work email signal at blockadvisors.com and a matched LinkedIn profile for James S..
James S. previously worked as Senior Tax Analyst at H&R Block and Investment Advisor Representative at Transamerica Financial Advisors, Inc.. James S. holds Bba from Baylor University - Hankamer School Of Business.
Company email context
Email format at Block Advisors
This section adds company-level context without repeating James S.'s masked contact details.
*@blockadvisors.com
71% confidence
AeroLeads found 1 current-domain work email signal for James S.. Compare company email patterns before reaching out.
Profile bio
About James S.
Tax and investment professional with a passion for helping people keep more of what they earn and secure their legacy!Formerly Chief Investment Officer in a trust and estate management firm specializing in high net worth families and closely held businesses. Skilled in portfolio analysis, risk management, financial planning & analysis, budgeting, and cost accounting. Specialties include trusts, offshore and foreign entities, pension funds, asset allocation, client presentations.Experienced as instructional leader / trainer. Skilled in statistical analysis and inference, data modeling, use of new technologies and learning strategies. Created and delivered board presentations as well as curriculum to students.
Listed skills include Investment Strategies, Asset Allocation, Portfolio Management, Investment Management, and 37 others.
Current workplace
James S.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Block Advisors
7 roles · 40 years
James S. work experience
A career timeline built from the work history available for this profile.
Senior Tax Analyst
Nov 2016 - Aug 2020
Investment Advisor Representative
Sep 2011 - Aug 2013
Chief Investment Officer & Treasurer
The Severin Group
Jul 1998 - Jun 2009
Registered Representative
1996 - 2000
~4 yrs
Vp, Mgr Financial Planning & Analysis
Apr 1990 - Aug 1996
Mgr Financial Planning & Analysis
1987 - 1990
~3 yrs
Team & coworkers
Colleagues at Block Advisors
Other employees you can reach at blockadvisors.com. View company contacts for 1061 employees →
KD
Karen Dabbs
Colleague at Block AdvisorsDenver, Colorado, United States
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MP
Marlene Proia
Colleague at Block AdvisorsPenfield, New York, United States
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DM
Debbie Micchelli
Colleague at Block AdvisorsNew York City Metropolitan Area, United States
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BW
Beverly Weber
Colleague at Block AdvisorsTrenton, New Jersey, United States
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RW
Robert Williams
Colleague at Block AdvisorsKnoxville, Tennessee, United States
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RM
Raelynne Minty
Colleague at Block AdvisorsWest Palm Beach, Florida, United States
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SL
Steve Lyon
Colleague at Block AdvisorsTucson, Arizona, United States
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SS
Steven Solar
Colleague at Block AdvisorsBuffalo Grove, Illinois, United States
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CC
Christopher Chung C.P.A
Colleague at Block AdvisorsBeverly Hills, California, United States
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AT
Amy Thomas
Colleague at Block AdvisorsLas Vegas, Nevada, United States
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Karen Dabbs
Colleague at Block AdvisorsDenver, Colorado, United States
View →
MP
Marlene Proia
Colleague at Block AdvisorsPenfield, New York, United States
View →
DM
Debbie Micchelli
Colleague at Block AdvisorsNew York City Metropolitan Area, United States
View →
BW
Beverly Weber
Colleague at Block AdvisorsTrenton, New Jersey, United States
View →
RW
Robert Williams
Colleague at Block AdvisorsKnoxville, Tennessee, United States
View →
RM
Raelynne Minty
Colleague at Block AdvisorsWest Palm Beach, Florida, United States
View →
SL
Steve Lyon
Colleague at Block AdvisorsTucson, Arizona, United States
View →
SS
Steven Solar
Colleague at Block AdvisorsBuffalo Grove, Illinois, United States
View →
CC
Christopher Chung C.P.A
Colleague at Block AdvisorsBeverly Hills, California, United States
View →
AT
Amy Thomas
Colleague at Block AdvisorsLas Vegas, Nevada, United States
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2 education records
James S. education
FAQ
Frequently asked questions about James S.
Quick answers generated from the profile data available on this page.
What company does James S. work for?
James S. works for Block Advisors.
What is James S.'s role at Block Advisors?
James S. is listed as Tax Advisor at Block Advisors.
What is James S.'s email address?
AeroLeads has found 1 work email signal at @blockadvisors.com for James S. at Block Advisors.
Where is James S. based?
James S. is based in Las Vegas, Nevada, United States while working with Block Advisors.
What companies has James S. worked for?
James S. has worked for Block Advisors, H&R Block, Transamerica Financial Advisors, Inc., The Severin Group, and Aegon.
Who are James S.'s colleagues at Block Advisors?
James S.'s colleagues at Block Advisors include Karen Dabbs, Marlene Proia, Debbie Micchelli, Beverly Weber, and Robert Williams.
How can I contact James S.?
You can use AeroLeads to view verified contact signals for James S. at Block Advisors, including work email, phone, and LinkedIn data when available.
What schools did James S. attend?
James S. holds Bba from Baylor University - Hankamer School Of Business.
What skills is James S. known for?
James S. is listed with skills including Investment Strategies, Asset Allocation, Portfolio Management, Investment Management, Risk Management, Budgets, Alternative Investments, and Financial Modeling.
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