Health, Relationships, and Money. Our job is to make sure that a family’s money is working effectively to accomplish that job.
James Ball learned how to be a top-notch care specialist when his beloved mother-in-law experienced the best and the worst in nursing-home care.
The owner of Medallion Financial Services since 1997, his focus has always been finding innovative solutions to satisfy his client’s objectives. He is a fiduciary first and foremost and is committed to maintaining the highest standards of integrity and professionalism. He received his CFP® accreditation in 2000.
He is a US Navy veteran, serving six years on a nuclear submarine during the height of the cold war. He has been married to his wife, Pat, for 45 years and counting, and resides on Florida’s Gulf Coast, close to his daughter and grandson.