James is a Client Service Assistant at Sax Wealth Advisors. He is instrumental in assisting clients in finalizing their account needs during the onboarding process. His responsibilities include opening and funding accounts, and making the necessary inquiries with brokers/custodians to keep processes moving. James communicates clearly with clients when needed to facilitate cashiering requests, perform account maintenance, and other daily needs.
James has 19 years of experience in the financial services industry, 8 of those being in wealth management.
On a personal note, James is a music enthusiast and musician. He enjoys creating graphics and spending time with family. He is also a senior faith leader in the Kenilworth community.
Awards & Honors
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