James Marshal Financial Advisor
Award-winning Financial Executive with a proven record of leadership and a history of excellence
I know firsthand the challenges of losing a job and feeling lost without guidance. Having gone through that hardship myself, I'm deeply passionate about supporting others facing similar struggles. My mission is to help clients navigate financial uncertainty and build a secure future.
As someone who's been in your shoes, I understand the importance of clear communication and practical solutions. That's why I'm regularly invited to speak on finance, economics. I consider it a privilege to elevate the standard of excellence for my all my clients, whether they're individuals, or companies.
I'm committed to not just providing financial advice, but to truly empower my clients. Whether you're facing job loss, career transition, or seeking to grow your business, I'm here to offer the guidance and support I wish I had during my own challenging times.
Let's connect and explore how I can help you navigate your financial journey.
Reach out to me at (321) 728.2599 or email me at
Expertise
Financial Clients
My Areas of Expertise Include:
•Capital Markets
• Venture Capital
• Real Estate Development
• Municipal Bonds
• Analysis Projections
• Insurance Risk Mitigation
• Private Equity
• Financial Planning & Forecasting
• GAAP Principles & Practice
• Revenue Generation & Growth
• Budgeting & Cost Control Initiatives
• Asset & Account Management
• Financial Statements & Reporting
• Risk Mitigation & Management
• FEC Compliance (No Violations)
• Data Analytics / KPIs / Performance
Business | CFO
My Areas of Expertise Include:
• Corporate Budgeting
• Tax Increment Financing
• Community Redevelopment Districts
• Business Improvement Districts
• GIS Systems
• CRA Compliance and Reporting
• Business Analysis
• Public-Private Partnerships
• Growth Planning
• Economic Development
• Community Redevelopment
• Operations, HR & Change Mgt.
• Business Transformation Initiatives
• Issue Identification & Resolution
• Strategic Planning & Execution
• Cross-Functional Team Leadership
• Payroll Administration & Benefits
• Full Life Cycle Project Management
• Continuous Process Improvements
• Supervision / Training / Coaching
• Regulatory Compliance Statutes
• Talent Acquisition & Retention
• Nonprofit CFO Work
• Government and Public Affairs
• Press
• TV and Radio Media
Our Core Values
We practice what we preach
Integrity
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Accountability
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Knowledge
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Commitment
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Passion
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