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 to 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.
James lives south of Pittsburgh with his wife, Nichole, his two kids, 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
Board Member, McConnell Trails Home Owners Association
Member of Board of Directors, Veterans Place of Washington Boulevard
Member, Veterans of Foreign Wars (VFW)
Member, Financial Planning Association (FPA)