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

    Transition Planning Certification

    Functional Expertise

  • Business development
  • Finance
  • Investments
  • Client Industries

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

    Wealth Management, Financial Planning, Investment Management

    Client Results

    Peace of Mind, Orderly financial plan

    Membership

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Website

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