About Me

James Bankes has more than 30 years of experience in accounting and financial services and has served in various financial and advisory roles, including with Raymond James & Associates and Pitcairn Trust Company.

James is the also the founder and President of Bankes Planning Associates, a CPA firm established in 1988. He received a Bachelor of Arts degree in Accountancy from Rowan University in 1988. He holds a Series 65 registration and a Florida 2-15 Life, Health & Variable Annuity insurance license.