James M. Earl

AWM

First Vice President - Financial Advisor,
Portfolio Director Group

Let us help you grow more than wealth

Value statement

I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial need and achieve their long-term goals.

Investment philosophy

I believe the most effective way to capitalize on positive market trends is to generally be fully invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, alternative assets, and cash in smaller proportions as appropriate given my client’s risk tolerance, time horizon, and financial goals.

Global Insight 2025 Outlook: Beyond the Horizon

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation click Contact.

Latest Insights

Exploring the psychology of charitable giving: Three mental barriers that hold donors back

Despite generational differences, the obstacles donors face around giving are largely the same.

Bulletin Board

May 10, 2022

Social Security: At a glance

James M. Earl is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, MO, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, WI, WV.

James M. Earl, NMLS # 1601834 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

James M. Earl, AWM

First Vice President - Financial Advisor,
Portfolio Director Group

Phone: 888-524-9349

Address

Fort Lauderdale
500 E. Broward Blvd., Suite 2200
Fort Lauderdale, FL 33394
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