James E. Ewing CRPC®
Jim Ewing, an Illinois native, has a Master of Business Administration (MBA) degree, is a Chartered Retirement Planning Counselor (CRPC©) and is a LPL Financial Advisor. As a father of four children (an actor/dancer, navy pilot, successful businesswoman, and a soccer player/missionary), Jim has a wide variety of life experiences that he uses to assist his clients with identifying and pursuing their financial goals. His approach is based on each client’s risk tolerance, income needs, timelines, legacy plans, and life goals. Each client possesses their own unique needs that are addressed in the financial plan with an overall emphasis on asset preservation.
Jim enjoys travel when not at his home in Tampa and Sarasota. He recently became a “grandpa” for the second time and cherishes every minute he spends with his children and granddaughters.
Series 7 (General Securities Representative), Series 66 (Combined State Law Agent / Registered Investment Adviser) Registrations are held with LPL Financial.