David L. James

David J
  1. Overview

By combining his psychology education to understand his clients’ needs and motivations with nearly 30 years of experience, David specializes in designing sound, strategic financial solutions that are right for each individual. He works closely with his clients to fully understand their goals, wants and needs, which enables him to develop a plan designed to meet their objectives. As a testament to his ability to build confidence and offer sound guidance, he has client relationships that have spanned more than 20 years.

David holds licenses in life, health and long-term care insurance, is FINRA licensed and has a bachelor’s degree in psychology and business administration from Ball State University. He also holds Series 7, 63 and 65 licenses.

“I consider it a huge responsibility to educate and guide my clients on how best to invest their hard-earned money. We all want to know that we will have enough money to retire comfortably, as well as take care of our family’s needs. Especially today, in this volatile market with so many investment strategies and choices, I have to continually educate myself to knowledgeably direct my clients on what is best for them.”

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