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James P Ball http://www.medallionfr.com/James P BallCertified Financial Planner |
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Business Description
James Ball has over 15 years of financial services experience and is a Certified Financial Planner TM, Chartered Financial Consultant, and a Chartered Life Underwriter.. Among other accomplishments, Mr. Ball is one of Ed Slott’s "Elite IRA Advisors" providing IRA counceling to estate lawyers, CPA’s and clients. Mr. Ball has taught continuing education courses on annuities to estate lawyers and CPA’s. He has extensive experience with alternative investments, oil & gas, REITS and equipment leasing projects, providing true portfolio diversification for clients. He is currently assisting new clients, who qualify, with 401K recovery programs designed to provide guaranteed benefits to replace or supplement their current qualified portfolios.
He is past president of Venice sunrise Rotary and the Sarasota Association of Insurance Professionals. He serves on the board of directors of The Student Leadership Academy, a charter school and The Loveland Center, a non-profit organization helping adults with developmental disabilities "lead their lives to the fullest".
General Information
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.
Medallion Financial Resources and Woodbury Financial Services are not affiliated entities.
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