Jim D Email & Phone Number | With over 25 years of dedicated service in financial services planning, insurance, and marketing, I have built a career defined by my commitment to excellence and community engagement. A proud graduate of Florida International University, holding degrees in both Finance and Marketing, I am equipped with the knowledge and expertise to make a significant impact. Professional Licenses and Certifications • Securities Investments: Series 7 (previously held), Series 6 (currently held), Series 66 (previously held) • Mortgage Lending: Previous Mortgage Broker License • Insurance: Florida General Insurance License 220, Florida Life and Health Licenses Career Highlights and Achievements Banking and Investment Advisory • Washington Mutual Bank (1999): As a Senior Personal Banker, I was promoted to WM Financial Services, where I managed and advised on investment portfolios worth over 300 million, providing strategic financial planning and investment advice. • Bank United: Serving as Vice President of Wealth Management for the South Miami and Pinecrest locations, I managed over 500 million in client assets, specializing in wealth management and asset allocation. Insurance and Risk Management: • State Farm (2006): I founded my own State Farm insurance agency in Miami, where I have dedicated myself to protecting clients against life’s uncertainties and ensuring their financial well-being. My success and commitment led me to become the first agent in Miami-Dade County to operate two State Farm locations within our beautiful city. Community Impact and Recognition • National Recognition: Featured in three national commercials for State Farm, highlighting my expertise and dedication to my clients. • Client Satisfaction: My agencies have garnered over 1,000 positive Google reviews, reflecting my commitment to exceptional service and customer satisfaction. • Social Media Presence: With over 30,000 followers on Facebook, my agencies are a trusted and influential presence in the community. My extensive experience in financial planning, investment advisory, and insurance risk management has equipped me with a unique blend of skills that benefit my clients and community. I am passionate about creating tailored financial strategies, managing substantial portfolios, and providing top-tier insurance solutions. Whether you’re looking for comprehensive financial planning, investment advice, or insurance solutions, you can count on me to be a reliable and dedicated partner. Let’s connect and explore how I can help you secure a prosperous future

Jim D

With over 25 years of dedicated service in financial services planning, insurance, and marketing, I...
Miami, Florida, United States

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Jim D’s Email jim.d@statefarm.com

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Jim D’s Location Miami, Florida, United States

Jim D’s Current Industry State Farm Insurance

Jim D’s Prior Industry Bankunited | Wm Financial Services | Washington Mutual Bank | The Miami Herald

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Work Experience

State Farm Insurance

Owner

2006-02-01 00:00:00 - Present

Bankunited

VP Senior Investment Advisor

2003-01-01 00:00:00 - 2006-01-01 00:00:00

Wm Financial Services

VP Financial Advisor

1999-01-01 00:00:00 - 2003-01-01 00:00:00

Washington Mutual Bank

Senior Financial Rep

1997-01-01 00:00:00 - 1999-01-01 00:00:00

The Miami Herald

Sales & Marketing

1994-01-01 00:00:00 - 1997-01-01 00:00:00

Skills

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Languages

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FAQ About Jim D

Jim D is located at
Miami, Florida, United States

Jim D is a With over 25 years of dedicated service in financial services planning, insurance, and marketing, I have built a career defined by my commitment to excellence and community engagement. A proud graduate of Florida International University, holding degrees in both Finance and Marketing, I am equipped with the knowledge and expertise to make a significant impact. Professional Licenses and Certifications • Securities Investments: Series 7 (previously held), Series 6 (currently held), Series 66 (previously held) • Mortgage Lending: Previous Mortgage Broker License • Insurance: Florida General Insurance License 220, Florida Life and Health Licenses Career Highlights and Achievements Banking and Investment Advisory • Washington Mutual Bank (1999): As a Senior Personal Banker, I was promoted to WM Financial Services, where I managed and advised on investment portfolios worth over 300 million, providing strategic financial planning and investment advice. • Bank United: Serving as Vice President of Wealth Management for the South Miami and Pinecrest locations, I managed over 500 million in client assets, specializing in wealth management and asset allocation. Insurance and Risk Management: • State Farm (2006): I founded my own State Farm insurance agency in Miami, where I have dedicated myself to protecting clients against life’s uncertainties and ensuring their financial well-being. My success and commitment led me to become the first agent in Miami-Dade County to operate two State Farm locations within our beautiful city. Community Impact and Recognition • National Recognition: Featured in three national commercials for State Farm, highlighting my expertise and dedication to my clients. • Client Satisfaction: My agencies have garnered over 1,000 positive Google reviews, reflecting my commitment to exceptional service and customer satisfaction. • Social Media Presence: With over 30,000 followers on Facebook, my agencies are a trusted and influential presence in the community. My extensive experience in financial planning, investment advisory, and insurance risk management has equipped me with a unique blend of skills that benefit my clients and community. I am passionate about creating tailored financial strategies, managing substantial portfolios, and providing top-tier insurance solutions. Whether you’re looking for comprehensive financial planning, investment advice, or insurance solutions, you can count on me to be a reliable and dedicated partner. Let’s connect and explore how I can help you secure a prosperous future

Jim D currently works in the State Farm Insurance |

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Jim D has prior
experience in the following industries:
Bankunited | Wm Financial Services | Washington Mutual Bank | The Miami Herald

Jim D has the following professional experience:
State Farm Insurance | Bankunited | Wm Financial Services | Washington Mutual Bank | The Miami Herald