Kestra Financial
James Williams is a seasoned financial professional with extensive experience in client service and financial advisory roles. Currently serving as a Senior Client Service Specialist at Kestra Financial since May 2021, James previously held the position of Client Service Specialist at the same company. Prior experience includes working as a Financial Professional at Prudential Financial from April 2018 to August 2020, and an Insurance Intern at Precise Benefits Group in late 2017. Additionally, James gained experience as a Marketing and Recruiting Intern at Prudential Financial in the summer of 2017. James holds a degree from Illinois State University, earned between 2014 and 2018.
Kestra Financial
5 followers
An industry-leading independent broker dealer for over 20 years, Kestra Financial leads the industry in wealth management, practice enrichment, service and technology solutions.