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James Trimble of Mr. is a member of XPX Atlanta

James E Trimble

Director

Mr.

Atlanta, Georgia

Professional Profile

Call Me When

Call Me When... Families with $2-10 million of investable assets that have a need for financial planning and/or financial advocacy.

Contact Method

email

Profession

  • Wealth Planner

    • Professional Certifications

    CFP, CLU

    Functional Expertise

  • Business development
  • Finance
  • Investments

    • Business Focus

    Wealth Management, Financial Planning, Investment Management

    Transition Planning Certification

    Client Industries

  • Business Services
  • Financial Services
  • Manufacturing
  • Real Estate/Construction
  • Software/Internet
  • Transportation/Storage
  • Wholesale/Distribution

    • Client Results

    Peace of Mind, Orderly financial plan

    Membership

    Atlanta Launch

    Member Since

    2 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Make XPX Part of Your Business Plans

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