Mr. Bankes has more than 19 years of diverse experience providing consulting and financial management services to his clients who include individuals, individual institutions, families, trusts and estates, and businesses with net worths ranging from the modest to those in excess of $10 million. Service offerings include: comprehensive financial and retirement planning, investment advice & management, tax planning and compliance, insurance evaluation services, and cash management.

Mr. Bankes’ experience, technical capability and resources enable him to provide practical financial solutions in an increasingly dynamic and complex economic environment. He incorporates a system of comprehensive planning and analysis in developing a customized financial plan or “compass” specifically designed to help individuals and businesses achieve their particular financial objectives.

Mr. Bankes has been a licensed certified public accountant / personal financial specialist in New Jersey since 1993. He is a NFLPA registered player financial advisor, and is also licensed in Florida, New Jersey, Pennsylvania, Washington, Ohio, Texas, Arizona, Massachusetts, Virginia and Georgia as a registered investment advisor representative and life, health and disability insurance producer. He is also a member of the American Institute of Certified Public Accountants, the New Jersey Society of Certified Public Accountants, the Pinellas County Estate Planning Council, Inc., and Athletes & Executives.

In the community, Mr. Bankes works closely with the board of directors of All Sports Community Service, Inc.

Mr. Bankes earned his Bachelor of Science degree in 1988 at Rowan University (New Jersey) and is working toward completing his master's degree in taxation at the University of Central Florida.

Pledge to Clients

When you engage Jim's services, you will receive objective advice and the highest level of financial management.

Consultation

Contact Jim for a no-obligation personal financial review and portfolio analysis. 727-898-5400 or jim@Bankesplanning.com