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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Over 30 Years of Financial Experience
Education
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Certifications
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
Experience
For the last...
Nicholas Balmer (CRD# 5976718) is an Investment Advisor Representative working at Advice And Planning Services in Bethesda, MD and has over 12 years of experience in the finance industry.
Tania Banach (CRD# 6915066) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 6 years of experience in the finance industry.
Bill Bancroft is the Chief Executive Officer of Impact Capital and has been serving high net worth clients for over 20 years. In addition to being an advisor to clients, Bill is responsible for the overall client experience, including consistent delivery of investment advice and exceptional service. He proactively identifies new planning and investment strategies designed to benefit the firm’s clients.
Prior to joining Impact Capital, Bill spent the majority of his career at Convergent Wealth Advisors. During his 16 years with the firm, he was part of a team that grew the firm’s assets under...
Adam Band (CRD# 5644486) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 15 years of experience in the finance industry.
Joey Banghart (CRD# 4743465) is an Investment Advisor Representative working at Cjc Wealth Management in Olney, MD and has over 19 years of experience in the finance industry.
Charles Bankerd (CRD# 1550420) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 37 years of experience in the finance industry.
Rick Baray (CRD# 5719813) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 14 years of experience in the finance industry. Rick Baray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Scott Barbee (CRD# 2359088) is an Investment Advisor Representative working at Aegis Financial Corporation in Mclean, VA and has over 30 years of experience in the finance industry.
Keith Barberis (CRD# 2888255) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 22 years of experience in the finance industry. Keith Barberis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nicholas Barbieri (CRD# 5045620) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Baltimore, MD and has over 17 years of experience in the finance industry.