James R. Moyer, CFP®, MBA
Associate Investment Advisor
Schneider Downs Wealth Management Advisors, LP.
James has been in the financial services industry since 2013. In his role as an Associate Investment Advisor, James works with high-net-worth individuals and families. He assists his clients in creating investment strategies customized to meet their specific goals and objectives. He specializes in asset allocation, portfolio construction, and financial planning. Prior to joining Schneider Downs, James was an Investment Advisor with a large trust bank where he advised high-net-worth individuals.
James is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Level One CFA Candidate. He is a member of the Financial Planning Association (FPA) and a member of the Veterans of Foreign Wars (VFW). He received his M.B.A. and B.S.B.A. from Slippery Rock University and also earned an Executive Certificate in Financial Planning from Duquesne University.
Contact James: firstname.lastname@example.org