Jim Wiley

Plus aucun poste en cours

Profil

Mr. James L.
Wiley is CEO & Chief Investment Strategist at Live Your Vision LLC.
He has over 30 years of experience in the financial services industry.
As a member of the Society for Certified Senior Advisors, he has experience and knowledge in the health, social and financial issues that are important to seniors, and the dynamics of how these factors work together.
He is an active member of Vistage International and was appointed as a board member of the Immaculata University Business Advisory Board in which he lends his expertise on business development.
He is also on the board of directors for Greener Partners and on the foundation board for Plan of PA.
Mr. Wiley began his career as a financial advisor at Dean Witter and later spent over 20 years as a wealth advisor at Morgan Stanley Smith Barney.
He received his undergraduate degree from Dickinson College.
He earned the Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies.
The AIF designation certifies that he has specialized knowledge of the fiduciary standard of care and its application to the financial planning process.

Anciens postes connus de Jim Wiley

Sociétés	Poste	Fin
Live Your Vision LLC	Directeur Général	01/06/2019
Morgan Stanley Smith Barney Private Management LLC	Corporate Officer/Principal	-
Dean Witter	Corporate Officer/Principal	-

Formation de Jim Wiley

Dickinson College

Undergraduate Degree