James Ball is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with Virtue Capital Management, LLC and has previously worked at Simplicity Wealth, Medallion Financial Resources, Independent Financial Group, and LPL Financial, LLC. In addition to his advisory role, he is involved in insurance sales, including annuities and life insurance. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a combination of tactical, strategic, and quantitative strategies to tailor portfolios according to client objectives and risk tolerances.

Tyler Brown is a financial advisor with Virtue Capital Management, LLC in Venice, Florida. He holds Series 65, Series 63, and Series 66 licenses and has six years of industry experience, including previous roles at Medallion Financial Resources and Wells Fargo. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of tactical, strategic, and quantitative strategies to tailor portfolios to clients’ objectives and risk tolerances while providing portfolio management, financial planning, and educational services.