Jim is the Managing Partner of The Wadsworth Group and Capital Plan Advisors. An LPL Financial Advisor and Chartered Retirement Planning Counselor* with previous Merrill Lynch and JP Morgan/Chase experience, Jim has been serving customers for more than 20 years
Jim lives in Huntersville with his wife Lauren and their three sons Ronan, Conall and Dermot.
*CRPC conferred by College for Financial Planning.