Investment Adviser Representative
Current
Aug 2022 - Present
AeroLeads people directory · profile
Jim Plummer Email & Phone Number
Sr. Investment Advisor Representative
at
Vanderbilt Financial Group
1 work email found
@ilguk.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Investment Advisor Representative
Location
Wesley Chapel, Florida, United States
Company size
Who is Jim Plummer? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jim Plummer is listed as Sr. Investment Advisor Representative at Vanderbilt Financial Group, a company with 52 employees, based in Wesley Chapel, Florida, United States. AeroLeads shows a work email signal at ilguk.com and a matched LinkedIn profile for Jim Plummer.
Jim Plummer previously worked as Investment Adviser Representative at Vanderbilt Financial Group and Family Business Strategist / Investment Advisor Representative at Ilg Private Wealth, Inc.. Jim Plummer holds Ba Accounting And Bus. Admin, Accounting And Business/Management from Hillsdale College.
Company email context
Email format at Vanderbilt Financial Group
This section adds company-level context without repeating Jim Plummer's masked contact details.
{first}{last}@ilguk.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jim Plummer. Compare company email patterns before reaching out.
Profile bio
About Jim Plummer
As a Fiduciary, I help people make optimal decisions about their money. So they may achieve what is most IMPORTANT to them TODAY and for their TOMORROWS, when they will be navigating Retirement.Retirees, Pre - Retirees, Business Owners and Professionalsjplummer@vanderbiltsecurities.com Additional information is available in the firm's disclosure brochure or at adviserinfo.sec.gov.
Listed skills include Wealth Management, Investments, Financial Advisory, Estate Planning, and 46 others.
Current workplace
Jim Plummer's current company
Company context helps verify the profile and gives searchers a useful next step.
Vanderbilt Financial Group
7 roles
Jim Plummer work experience
A career timeline built from the work history available for this profile.
Family Business Strategist / Investment Advisor Representative
Ilg Private Wealth, Inc.
ILG Private Wealth, Inc. adviserinfo.sec.gov.
Apr 2018 - Aug 2022
Wealth Advisor
Dec 2014 - Apr 2018
Private Client Advisor
Work with clients and prospects individuals and companies to do investments, retirement, estate, tax, and wealth, planning. 401k's, pension plan. Servicing clients by working through possible solutions after looking at the whole picture not just individual pieces.
Jan 2011 - Sep 2014
Wealth Advisor
Work with clients and prospects individuals and companies to do investments, retirement, estate, tax, and wealth, planning. 401k's, pension plan. Servicing clients by working through possible solutions after looking at the whole picture not just individual pieces.
Jul 2010 - Dec 2011
Member Of The Board Of Directors
Reliance Bank
Served as Vice Chairman, Chairman of the Audit Committee, member of Asset Liability Committee, Budget Committee, and Succession Planning Committee
Apr 1988 - Oct 2010
Owner
Plummer Financial Services
Independent Financial Advisor, working with clients and prospects that are retired or planning to retire. Review and recommend investments, estate planning, tax planning,insurance, annuities covering all areas of concern for their future needs. Providing the client with a complete picture rather than looking at just one or two areas of their financial world.
Jan 2003 - Jun 2010
Team & coworkers
Colleagues at Vanderbilt Financial Group
Other employees you can reach at joinvanderbilt.com. View company contacts for 52 employees →
SD
Susan Diaz
Colleague at Vanderbilt Financial GroupFarmingdale, New York, United States, United States
View →
JF
Joseph Fleischman
Colleague at Vanderbilt Financial GroupNew York City Metropolitan Area, United States
View →
LF
Lynne Ford
Colleague at Vanderbilt Financial GroupNew York City Metropolitan Area, United States
View →
RS
Ralph S. Powell
Colleague at Vanderbilt Financial GroupRaleigh, North Carolina, United States, United States
View →
JR
Jeremy R Brown
Colleague at Vanderbilt Financial GroupTorrance, California, United States, United States
View →
JL
Jessica Lewis
Colleague at Vanderbilt Financial GroupMilltown, New Jersey, United States, United States
View →
TM
Tim Mcgrath
Colleague at Vanderbilt Financial GroupAnna, Illinois, United States, United States
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MD
Mark David Borillo
Colleague at Vanderbilt Financial GroupCalabarzon, Philippines, Philippines
View →
GM
Gerard Mcnulty
Colleague at Vanderbilt Financial GroupNew York City Metropolitan Area, United States
View →
DS
Dominic Santivasci
Colleague at Vanderbilt Financial GroupNew York City Metropolitan Area, United States
View →
Susan Diaz
Colleague at Vanderbilt Financial GroupFarmingdale, New York, United States, United States
View →
JF
Joseph Fleischman
Colleague at Vanderbilt Financial GroupNew York City Metropolitan Area, United States
View →
LF
Lynne Ford
Colleague at Vanderbilt Financial GroupNew York City Metropolitan Area, United States
View →
RS
Ralph S. Powell
Colleague at Vanderbilt Financial GroupRaleigh, North Carolina, United States, United States
View →
JR
Jeremy R Brown
Colleague at Vanderbilt Financial GroupTorrance, California, United States, United States
View →
JL
Jessica Lewis
Colleague at Vanderbilt Financial GroupMilltown, New Jersey, United States, United States
View →
TM
Tim Mcgrath
Colleague at Vanderbilt Financial GroupAnna, Illinois, United States, United States
View →
MD
Mark David Borillo
Colleague at Vanderbilt Financial GroupCalabarzon, Philippines, Philippines
View →
GM
Gerard Mcnulty
Colleague at Vanderbilt Financial GroupNew York City Metropolitan Area, United States
View →
DS
Dominic Santivasci
Colleague at Vanderbilt Financial GroupNew York City Metropolitan Area, United States
View →
2 education records
Jim Plummer education
Ba Accounting And Bus. Admin, Accounting And Business/Management
Academic
Bishop Mccort High School
FAQ
Frequently asked questions about Jim Plummer
Quick answers generated from the profile data available on this page.
What company does Jim Plummer work for?
Jim Plummer works for Vanderbilt Financial Group.
What is Jim Plummer's role at Vanderbilt Financial Group?
Jim Plummer is listed as Sr. Investment Advisor Representative at Vanderbilt Financial Group.
What is Jim Plummer's email address?
AeroLeads has found 1 work email signal at @ilguk.com for Jim Plummer at Vanderbilt Financial Group.
Where is Jim Plummer based?
Jim Plummer is based in Wesley Chapel, Florida, United States while working with Vanderbilt Financial Group.
What companies has Jim Plummer worked for?
Jim Plummer has worked for Vanderbilt Financial Group, Ilg Private Wealth, Inc., Csenge Advisory Group, Wilmington Trust A Division Of M&T Bank, and M&T Bank.
Who are Jim Plummer's colleagues at Vanderbilt Financial Group?
Jim Plummer's colleagues at Vanderbilt Financial Group include Susan Diaz, Joseph Fleischman, Lynne Ford, Ralph S. Powell, and Jeremy R Brown.
How can I contact Jim Plummer?
You can use AeroLeads to view verified contact signals for Jim Plummer at Vanderbilt Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Jim Plummer attend?
Jim Plummer holds Ba Accounting And Bus. Admin, Accounting And Business/Management from Hillsdale College.
What skills is Jim Plummer known for?
Jim Plummer is listed with skills including Wealth Management, Investments, Financial Advisory, Estate Planning, Retirement, Portfolio Management, Fixed Annuities, and Retirement Planning.
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