Great Valley Advisor Group is a full service Registered Investment Advisor (RIA) that services independent financial advisors through their multiple affiliation options. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.greatvalleyadvisors.com.

AdvisorBob© (Advisor Book of Business) is a revolutionary financial advisor software application that allows firms to move away from legacy products by using a solution that tracks costs, expenses, goals, and financial ratios for each of their advisors.

James works with high net-worth families / individuals to help build customized portfolios and solutions specific to each client's risk tolerance and return objectives. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stonebridge Wealth Management a registered investment advisor and separate entity from LPL Financial.

Drove team members to produce dynamic financial and operational reports that yield in-depth analysis. Facilitated weekly team meetings with senior leadership to provide guidance on current production levels and capital while utilizing internal and external information systems. Through the increased use of information systems, implemented an inventory and capital management SQL database, providing cost savings, continuous improvement, and standardization.