James Taylor joins Ledgevest Financial as a Financial Advisor

Ledgevest Financial, a leader in investment management and advisory services, is pleased to announce James Taylor as a Financial Advisor.

Jim has spent his life helping others with their needs.  In his previous work as a Physical Therapist, Jim used knowledge and his ability to educate in order to help patients increase their odds of achieving better outcomes.  Since becoming licensed as a Financial Advisor, Jim has utilized those same abilities, combined with his passion for investing and previous experience as a business owner to again work for better outcomes for his clients. 

Shawn Longley, Partner at Ledgevest Financial indicates, “We are excited to add Jim to the existing team at Ledgevest Financial.  We have gained the ability to not only assist more clients, but add a tremendous person to our staff who will continue to be an asset to the community.”

Ledgevest Financial is a leading investment management and advisory services company.  We help individuals and businesses find the best financial pathway forward for their unique situation.  We are proud to be a part of the community that we serve.