Jim Plummer – Director of Family Business Strategies
Joining ILG Private Wealth as the Director of Family Business Strategies, Jim continues to help individuals and businesses achieve their financial goals. He has experience in Financial Planning, Asset Management, Investments, Life Insurance and Annuities, as well as, Trusts, Wealth Management and Estate Planning since 2003.
Jim served on the board of a local bank for almost 23 years and draws from his more than 16 years of business experience as a CFO for two, multimillion dollar family-owned business.
He has presented numerous retirement seminars over the years throughout central Pennsylvania.
Jim holds Registrations and Licenses in:
• Series 7 (General Securities)
• Series 63 (Blue Sky)
• Series 65 (Investment Advisor)
• Life, Health, Variable licenses
Professional Degrees & Certifications
• Investment Advisor Representative
• Ed Slott Master Elite IRA Advisor * **
Jim has been married for over 37 years and has three children and four granddaughters.
*Ed Slott’s Master IRA Advisor Group, is solely an indication that the financial advisor has attended training provided by Ed Slott and Company.
**Ed Slott is not affiliated with ILGPW Securities Corporation.