James Valmonte, Cfp®, Aif® Email & Phone Number

I serve as a financial advisor at CAPTRUST, an independent investment research, and fee-based financial advisory firm. I specialize in providing fiduciary investment advisory services to corporate institutions and nonprofit organizations. CAPTRUST is recognized as one of the top registered investment advisory (RIA) firms in the nation. our practice advises and serves as a fiduciary to organizations and families across the United States. I'm delighted to be a part of this world-class organization, which boasts a 98% client retention rate, is a premier leader in the industry, and has experienced tremendous growth. Throughout this growth, CAPTRUST has maintained its strong culture as defined by our mission statement, which we live and breathe every day. "Our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectations."

Listed skills include 401K, Pensions, Non Qualified Deferred Compensation, Asset Allocation, and 10 others.