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Jim Davids MBA is an experienced finance professional with a background in wealth management and trading. Currently serving as Director of Trading and Wealth Advisor at Professional Wealth Advisors, LLC since June 1999, Jim focuses on creating investment solutions that align with clients' retirement goals. Previously, Jim held the position of Director of Trading at Dorion-Gray Retirement Planning from March 1999 to October 2023, emphasizing the importance of client-centric investment advice. Jim holds a Bachelor of Science in Business Administration from Columbia College and an MBA in Finance & Accounting from Regis University.