Kevin J. James

Examiner
DISC Type : cs

Vice President - Branch Manager at Wells Fargo Advisors

Greater Syracuse-Auburn Area, United States

Overview

Kevin J. James is a seasoned Vice President at Wells Fargo Advisors, bringing over 30 years of experience to the financial services industry. He specializes in creating personalized investment plans for his clients, drawing on his degree in Business Administration and certifications like the Series 66 and 31.

In his personal time, Kevin has a hands-on hobby of collecting and repairing items. He also maintains a keen interest in financial news and markets, following outlets such as CNBC to stay informed on the latest trends and developments.

For over six years, Kevin successfully managed a dual role as both a Financial Advisor and a Branch Manager.

Personality Overview

Overcautious

Unexpressive

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Retirement Planning
He focuses on helping clients develop a personalized roadmap for retirement and frequently shares content on this topic.
Estate & Will Planning
A core part of his client services, he guides individuals on estate investment planning and the importance of creating a will.
Education Savings
He assists clients with college planning and shares tips on how families can budget and save for higher education costs.

Media Appearances

Kevin James - Videos-detail | De Witt, NY. Featured in Wells Fargo Advisors

See Now

Work History

1-2019 - 6-2025
Vice President - Branch Manager at Wells Fargo Advisors
12-1994
First Vice President - Investment Officer at Wells Fargo Advisors
1-1993 - 12-1994
Investment Broker at Dean Witter Reynolds Inc.
1991 - 1993
Cashier/Sales Assistant at Morgan Stanley

Education

1987 - 1991
Business Aministration from State University of New York College at Brockport

More Information

Social Presence :

Prographics :

Exp : 34 Location : Greater Syracuse-Auburn Area, United States Job Level : Senior Designation : Vice President - Branch Manager at Wells Fargo Advisors
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Insights For Selling To Kevin J.

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin J. is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Kevin J.

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Kevin J. move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Kevin J. take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Kevin J.

Personality Compatibility


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