Who we are

Hicks Financial; Asset and Wealth Management, is a financial firm focused on enhancing people's lives by helping them to become financially free.  We do this by teaching you skills and tricks to saving, investing, and budgeting your finances so you can live a better and more stress free life.  

Our Core Values

      Integrity You can trust us to give you the best information and financial advice.
      Partnership - We partner with our clients to make sure it is a collaborative effort. 

      Results- We provide the highest level of service to help you pursue your financial goals. 
      Discipline- We teach you lessons in financial restraint and self control.
 
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Biography

James was born in North Carolina, but has been a resident of Central Florida for over 20 years.  He achieved his Associates degree from Valencia College; Bachelors in Organizational Communication from the University of Central Florida, and his Masters of Business Administration from Webster University. He recently obtained a certificate in Entrepreneurship in Emerging Economies from Harvard University. 

 

James has always had a love for business and finance and has developed it over the last 15 years. He has worked as a Specialist, Consultant and Manager for multiple companies in the pharmaceutical and medical industry.  Within these roles he has been responsible  for managing a territorial and district budget totaling up to $100,000 dollars annually.  James has also won numerous awards for his work as a Senior Executive in the pharmaceutical industry using his budgeting and territory management skills.  He has traveled the country facilitating business seminars, national conventions, as well as sales and finance trainings. He is currently a part of multiple advisory boards and committees throughout Central Florida.  James is also on the trustee board and financial committee at his local church where he assist with the operation of the yearly budget and over a million dollars worth of assets. 

James has been a special guest with "On the Record" radio show, speaking to over 30,000 viewers online about Hicks Financial and his overall business strategy.  He was also the guest of 361ccRadio out in Corpus Christi Texas, speaking to an international audience about his history and background in finance.  Most recently he was published in an article with VoyageMIA Magazine highlighting his business success thus far.  And he was also a guest on Carter Conversations discussing the state of Americas current economic condition.

In his spare time, James likes playing and listening to music, watching movies, reading a good book and traveling the world.  

Call or email us today to schedule your free consultation.