James Martin, President of Martin Financial Services, comes to us with 17 years in the financial services industry. He’s a seasoned professional having worked for well-known firms such as Morgan Stanley where he grew client relationships and helped them achieve financial success no matter their situation and goals.
Martin, a Kent State University alumni where he earned his bachelor’s degree in Business Finance, has an impressive list of certifications including series 7, 66, 31 and 26 securities licenses, CRPC® Designation, and a Life Health and Annuity license.
He genuinely enjoys all aspects of working with his clients, from the initial interactions to growing the relationship, celebrating the progress achieved along the way, and ensuring proper maintenance of clients’ portfolios over time for long term success.
In his spare time, Martin loves spending quality time with his wife and three children, and stays active golfing and boating.