" The market will have good days and bad days but my job is to always make sure you can sleep comfortably at night knowing that I am keeping your financial security in check. "

James R. Moyer, CFP®, MBA

James has been in the financial services industry since 2013. Prior to joining Schneider Downs, James was an Investment Advisor with a large trust bank, where he developed the skills required to advise the clientele of Schneider Downs Wealth Management Advisors. A former member of the Air National Guard (USAF), James brings a high level of determination and commitment that is proven through how he assists his clients achieve their financial goals and grow their net worth. Specializing in asset allocation, portfolio construction, and financial planning, his well-rounded capabilities provide him the ability to assist clients in creating investment strategies customized to their specific goals and objectives.

His growing passion for investments and research has led him to pursue the Chartered Financial Analyst designation. We are proud to announce that he has successfully passed level one of the three-part program.

James lives north of Pittsburgh with his wife, Nichole, his daughter, Mila, and his dog, Sophie. When he is not tending to the never-ending needs of a toddler, James enjoys golfing and football.

Professional Licenses & Designations

CERTIFIED FINANCIAL PLANNER™ Practitioner

Education

B.S. in Business, Slippery Rock University

M.B.A., Slippery Rock University

Executive Certificate in Financial Planning, Duquesne University

Associate's Degree in Science, Computer Aided Drafting from Pittsburgh Technical College

Memberships and Associations

Member, Financial Planning Association (FPA)

Member, Veterans of Foreign Wars (VFW)

Member of Board of Directors, Veterans Place of Washington Boulevard

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876