Broker Check
 

   James "JT" Talley

      813-610-2179
      james.talley@westshorefinancial.com
Client Centered

Born and raised in Tampa, Florida, JT attended the University of Central Florida.  It was there he discovered his passion for assisting his colleagues with financial decisions.  JT married his college sweetheart and they recently welcomed their first child, Hudson.  Their family also includes their English Cream Golden Retriever, Scout.  JT is currently earning his MBA from the University of Florida.  In his free time, he enjoys spending time with his family, volunteering in the Tampa area, and cheering on his Knights & Gators!

JT's goal as your Financial Representative is to add value by helping make methodical decisions through your working years to retirement.  He wants to make a difference in people's financial lives.  Stability. Confidence.  Clarity.  This is what he longs for with every one of his clients.


Services and Products Offered


  • Financial Services
  • Retirement Planning
  • Short and Long Term Financial Strategies
  • Disability Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Fixed Annuities 

We want to make sure your entire financial picture is as good as it can possibly be.  We use a propriety analysis tool, called The Living Balance Sheet®, that helps you see your entire financial picture through a wide-angle lens.  We provide life insurance and disability insurance protection through highly rated carriers such as Guardian Life Insurance Company, but we have the ability to offer coverage through multiple carriers to provide the appropriate fit for you.  

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Westshore Financial Group Inc is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4276676.