James A. Smith in

James A. Smith

Wealth Management Advisor at Northwestern Mutual
📍 Mahomet, Illinois, United States

James A. Smith is a Wealth Management Advisor at Northwestern Mutual, dedicated to helping individuals, families, and businesses achieve financial security. He develops personalized financial plans using a comprehensive range of products and services. James holds a Bachelor of Science from Illinois State University.

Based on his professional focus, James appears passionate about improving financial literacy and helping people navigate complex financial landscapes. His work involves guiding clients to make informed decisions that align with their long-term goals and security, suggesting a commitment to client education and empowerment.

He highlights specific, often misunderstood, financial strategies, such as borrowing against life insurance.

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Experience
39 Years
Current Role
Wealth Management Advisor
Location
Mahomet, Illinois, United States
Personality Overview
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Priorities

Topics James cares about

Financial Planning
His role and posts focus on creating financial plans to help clients secure their future, addressing topics like budgeting and financial blind spots.
Wealth Management
As a Wealth Management Advisor, his core function is to provide services and products that help clients manage and grow their wealth effectively.
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Career

Work history

4-1986
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

James A Smith, Founder and CEO - Mahomet, IL 61853. Featured in Northwestern Mutual
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Education
BS
Illinois State University
Social presence
in

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