As a private banker with 21 years of experience in the financial services industry, James is a pro-active and trusted financial advisor to high net worth individuals and their families. He coordinates a team of professionals to provide private banking, lending, risk management, asset management, wealth transfer, and financial planning services.
Global Wealth Client Program
For our Global Wealth Client Program members, we focus not only on your finances, but also on important areas such as health, education, and leisure. This exclusive program provides special access to special services and events – some of which are unavailable anywhere else.
BBVA Global Wealth offers a program that truly rewards you for entrusting so many of your banking and financial needs to us.
I'm here to help! If you have a question about any of our products or services or would like to schedule an appointment for a financial review, please complete the form below and let me know what I can do for you. I look forward to speaking with you.
Investment advisory services offered through BBVA Wealth Solutions, Inc., a registered investment advisor and an affiliate of BBVA USA.
Insurance products are offered through BBVA Insurance Agency, Inc., an affiliate of BBVA USA.
Financial planning is offered through BBVA USA.
Securities and Insurance Products:
|Are NOT Deposits||Are NOT FDIC Insured|
|Are NOT Bank Guaranteed||May LOSE Value|
Are NOT insured by any Federal Government Agency
BBVA is a trade name for BBVA USA, Member FDIC.