James Cooper in

James Cooper

Captain · DISC type DS
Partner, Senior Wealth Advisor at Beacon Pointe
📍 Sarasota, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
26 Years
Current Role
Partner, Senior Wealth Advisor
Location
Sarasota, Florida, United States
Personality Overview

How James shows up

Consummate Professional
Output-Driven
Decisive But Calm

They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics James cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2022
Partner, Senior Wealth Advisor
Beacon Pointe
5-2009 - 1-2022
Senior Vice-President Investments
Southern Trust Financial Planning
1-2000 - 4-2009
Senior Vice President Investments
Moors & Cabot
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1991 - 1993
Master's degree
Florida State University
1987 - 1991
Economics
Florida State University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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