Vanderbilt is happy to announce our newest Investment Adviser Representative, James B. Plummer! Jim is joining us from Wesley Chapel, FL.
He has 18 years of experience and was most recently with ILG Private Wealth. Jim was the CFO for two family-owned, multi-million dollar businesses for over 16 years. He earned a BA in Accounting/Business Administration from Hillsdale College. Additionally, he served on Reliance Bank’s Board of Directors for over 23 years, as well as a member of St. Michael’s Finance Committee, and currently serves as a member of the Chamber of Commerce in North Tampa. He has been married to his wife Judy for over 46 years and is the father of three children and the grandfather to four.
“I joined Vanderbilt Financial Group as they offer more choices and advantages for my clients and prospects with their unique business system and their unique culture of Gratitude, Respect, Innovation, Teamwork, and Trustworthiness. Vanderbilt offers Unique Advantages with their technological resources and innovative services that provide choices for my clients as an Independent Advisor.” – Jim Plummer
“Like us at Vanderbilt, Jim is a dedicated member of his local community inside and outside of the office. His beliefs align perfectly with our culture of G.R.I.T.T and we are ecstatic to have Jim on board.” – Heidi Distante, Chief Executive Officer