James Caldwell
Serving members in the Altamonte Springs, Lake Mary, and Avalon Park branches.
- Series 7, 63, and 66 licenses through LPL Financial
- Life, Health, and Variable Annuity licenses
- Registered to conduct Securities Business in the following states: CA, CO, FL, GA, HI, IN, IA, KS, MD, MS, MO, NY, NC, OH, OK, SC, TN, TX, UT, WA, WI, WY
Experience & Commitment
James provides the highest standard of care and personal service, offering financial solutions tailored to your specific needs.
He focuses on creating clear, personalized strategies that align with your goals and priorities. By working closely with your CPA and attorney, James ensures a seamless, coordinated approach to help you and your family achieve lasting financial freedom.
James brings 10 years of financial services industry experience, along with some of the top tools and products to support and complement your retirement and wealth management plan.
Make an Appointment
During this appointment, we will understand your wealth management needs, answer your general questions, and provide the next steps that best fit your situation. We will also determine whether a face-to-face appointment with one of our FAIRWINDS Financial Advisors available through LPL Financial Services is appropriate. This meeting can be scheduled at a date and time most convenient for you.
Make an Appointment