Jim Guthrie Email and Phone Number
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Jim joined Merrill Lynch in 1995, after a successful career as a commissioned US Army Aviator. He focuses on the creation of strategies and advice for high-net-worth individuals and their families. His Wealth Management strategies are designed to help clients meet their short-and long-term financial goals, including retirement, college education and estate planning needs; based on the client's risk tolerance, time horizon, liquidity needs and overall investment goals. Jim has a B.S. in Management from Stetson University, Florida, a Masters in Business Administration from St. Martin's University, Washington and he is a graduate of the US Army's Command and General Staff College and US Army Computer Science school. Jim continued his education by earning the CERTIFIED FINANCIAL PLANNER™ CFP® certification in 2014. He also holds the Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning.Jim and his family enjoy boating the sound in his Ranger 27 OB; camping; travelling and he also enjoys his 1975 Pontiac Convertible Car hobby. He is married with three girls. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.
Ameriprise Financial Services, Llc
View- Website:
- ameriprise.com
- Employees:
- 2
Jim Guthrie Skills
Jim Guthrie Education Details
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Saint Martin'S UniversityMaster'S Degree -
Stetson UniversityBachelor'S Degree
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Finance, General
Frequently Asked Questions about Jim Guthrie
What company does Jim Guthrie work for?
Jim Guthrie works for Ameriprise Financial Services, Llc
What is Jim Guthrie's role at the current company?
Jim Guthrie's current role is Managing Director.
What is Jim Guthrie's email address?
Jim Guthrie's email address is jim_guthrie@ml.com
What is Jim Guthrie's direct phone number?
Jim Guthrie's direct phone number is +125320*****
What schools did Jim Guthrie attend?
Jim Guthrie attended Saint Martin's University, Stetson University, Stetson University.
What skills is Jim Guthrie known for?
Jim Guthrie has skills like Estate Planning, Investment Strategies, High Net Worth, Investments, Public Speaking, Retirement, Investment Management, Customer Service, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds.
Who are Jim Guthrie's colleagues?
Jim Guthrie's colleagues are Engineer Mohsin, Jay Bingham, Apma®, Crpc®, Deepanshi Goyal, Phil Gamache, Treni Burton, Joe Testcase, Caden Malone.
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Jim Guthrie
Helping The Nation'S Largest Mortgage Lenders Operate More Efficiently & Effectively To Increase Profit.Atlanta Metropolitan Area5gmail.com, ucbi.com, corelogic.com, statebt.com, equifax.com2 +177033XXXXX
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Jim Guthrie
Greater Chicago Area4promuscapital.com, danoyes.com, supernovacompanies.com, wellsfargoadvisors.com2 +131247XXXXX
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