James Caldwell
James Caldwell
VP - Financial Advisor
CUSO Financial Services, L.P.
My goal is to not only listen and understand the unique financial situation of each member, but also have informative conversations to help them negotiate between the life they want to live now, and the life and (WEALTH) they would like to build for their future.
My role is to guide them towards a customized and detailed plan to live a life of financial freedom. Seeing my clients fulfilling their dreams and living the life they’ve created is what drives me.
I think of my clients as family and I want them to feel that trust and support from me as their financial advisor.
- Accredited Asset Management Specialist™
- Series 7, 63, and 66 licenses
- Life, Health, and Variable Annuity licenses
- BSBA Finance – University of Central Florida
- Registered to conduct Securities Business in the following states: FL, GA, MS, NY, OH, OK, SC, TN, WY
Experience
James has over 9 years of experience in the financial and wealth management industry. With multiple areas of knowledge, he provides a high level of wealth management and financial planning services for his clients. James will coordinate with your CPA and attorney to ensure everyone is working together to help you and your family create a plan for achieving financial freedom.
Commitment
James was born and raised in Central Florida. After playing football for Western Kentucky University, James finished his college career at the University of Central Florida earning a degree in finance. James is active in the community and volunteers his time to Habitat for Humanity and mentoring student athletes. In his spare time, he enjoys boating with his family or visiting local theme parks.
Contact Us
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS), registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. FAIRWINDS Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
