James Smith

James Smith: Email & Phone Number

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Vice President of Wealth Management at Peak Wealth Partners|New York City Metropolitan Area, United States

Position:

Vice President of Wealth Management at Peak Wealth Partners

Location:

New York City Metropolitan Area, United States

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Last updated: 2025-10-25
Updated: 2025-10-25

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Work Experience 30 years

Vice President of Wealth Management at Peak Wealth Partners

Feb 2024 - Current

Owner at Restaurant Owner

Jun 2009 - Current

Financial Advisor at Morgan Stanley

Feb 2014 - Feb 2024

Financial Advisor at Merrill Lynch

Nov 2012 - Jun 2013

Commodities Futures Trader at Storm Trading

Jan 1996 - Feb 2012

James Smith started working in 1996, then the employee has changed 4 companies and 3 jobs. On average, James Smith works for one company for 9 years 1 month.

Their professional focus is Trading Strategies, Budgets, and Customer Service across 3 core areas.

Education

B.S. at Bloomsburg University of Pennsylvania

Frequently Asked Questions

What is James Smith's email address?

SignalHire found a verified business email address for James Smith: s*********s@peakwealthpartners.com.

What is James Smith's phone number?

SignalHire found a verified phone number for James Smith: +1-***-***-4117.

How do I contact James Smith at Peak Wealth Partners?

You can reach James Smith through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is James Smith's professional background?

James Smith has 30 years of professional experience. They have held roles including Owner, Financial Advisor, and Financial Advisor at companies such as Restaurant Owner, Morgan Stanley, and Merrill Lynch. Their education includes B.S. from Bloomsburg University of Pennsylvania.

Is James Smith's contact information up to date?

Yes. James Smith's SignalHire profile was last updated on 25 October 2025, reflecting their current position as Vice President of Wealth Management at Peak Wealth Partners in Mt Laurel, New Jersey, United States.

James Smith Namesakes

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James Smith
Archaea Energy
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James Smith
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