Jim Gaunt

Jim Gaunt Email and Phone Number

Is your wealth strategy Formidable? @ Formidable Asset Management LLC
Jim Gaunt's Location
Cincinnati, Ohio, United States, United States
Jim Gaunt's Contact Details

Jim Gaunt work email

Jim Gaunt personal email

n/a

Jim Gaunt phone numbers

About Jim Gaunt

Hope is not a plan. I have the experience to help individuals and institutions move from financial hopes towards the evolution of practical and accountable financial strategies. Asset protection, measured growth and helping clients develop tax efficient distribution strategies are the tenets of my practice.

Jim Gaunt's Current Company Details
Formidable Asset Management LLC

Formidable Asset Management Llc

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Is your wealth strategy Formidable?
Jim Gaunt Work Experience Details
  • Formidable Asset Management Llc
    Portfolio Manager
    Formidable Asset Management Llc Apr 2017 - Present
    Cincinnati, Oh, Us
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  • Metlife Premier Client Group Of New Jersey
    Financial Services Executive, Investment Adviser Representative
    Metlife Premier Client Group Of New Jersey Jul 2016 - Mar 2017
    ~ Licensed to sell Life & Health Insurance in Ohio and South Carolina ~ Registered to offer securities products in Ohio, Kentucky, Indiana, South Carolina, and FloridaMassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. I am a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc. Member SIPC. www.SIPC.org.
  • Hilliard Lyons
    Vice President
    Hilliard Lyons Aug 2004 - May 2015
    Louisville, Ky., Us
    ~ Financial Consultant~ Registered Investment Adviser~ Accredited Asset Management Specialist®~ Chartered Wealth Advisor®
    View
  • Epc / Hilliard Lyons
    Cwa
    Epc / Hilliard Lyons 2005 - 2010
  • Fifth Third Bank
    Private Banking Officer
    Fifth Third Bank 1997 - 2005
    Cincinnati, Ohio, Us
    View

Jim Gaunt Skills

Charitable Giving Strategies Disability Income Insurance Estate Conservation Strategies Education Funding Strategies Ira Consolidation/rollovers Pension Payout Alternatives Mutual Funds Asset Management Equity Management Portfolio Construction Legacy Strategies Generational Wealth Education Cash Flow Projection Life Insurance

Jim Gaunt Education Details

  • Wittenberg University / University Of Cincinnati
    Wittenberg University / University Of Cincinnati

Frequently Asked Questions about Jim Gaunt

What company does Jim Gaunt work for?

Jim Gaunt works for Formidable Asset Management Llc

What is Jim Gaunt's role at the current company?

Jim Gaunt's current role is Is your wealth strategy Formidable?.

What is Jim Gaunt's email address?

Jim Gaunt's email address is jg****@****eam.com

What is Jim Gaunt's direct phone number?

Jim Gaunt's direct phone number is +151365*****

What schools did Jim Gaunt attend?

Jim Gaunt attended Wittenberg University / University Of Cincinnati.

What skills is Jim Gaunt known for?

Jim Gaunt has skills like Charitable Giving Strategies, Disability Income Insurance, Estate Conservation Strategies, Education Funding Strategies, Ira Consolidation/rollovers, Pension Payout Alternatives, Mutual Funds, Asset Management, Equity Management, Portfolio Construction, Legacy Strategies, Generational Wealth Education.

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