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James Heilman

James A. Heilman, CFP®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

5857 Sunset Dr

South Miami, FL 33143-5200

James.Heilman@Truist.com

Phone 305-913-7368

Fax 305-662-4966

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About me

Background

James Heilman is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 24 years of financial services, retirement planning, and investment management experience. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

MBA
Florida International University 2007

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Gold Performance Excellence Award*
Truist 2019
*The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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