James D. Sandfort, CFA,CFP®

Experience

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  St. Ignatius College Prep

  Dec 1990 - Apr 1997

  Treasurer, Vice President
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  The Curry Companies

  Apr 1997 - Jun 2001

  Chief Financial Officer
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  Dallas European/Shoreline Imports

  Aug 2001 - Feb 2002

  Chief Financial Officer
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  UBS Financial Services Inc.

  May 2002 - Aug 2008

  Financial Advisor
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  Merrill Lynch Wealth Management

  Aug 2008 - Jun 2019

  Wealth Management Advisor, Senior Vice President

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  Rockefeller Global Family Office

  Jun 2019 - now

  Managing Director, Private Advisor

  RSA Family Wealth has more than 70 years of combined experience providing personalized and knowledgeable wealth management advice and guidance to a wide range of clients located across the country, including individuals and families, successful business owners and professionals, senior executives and corporate retirement plans. We have built strong client relationships that span generations through our unwavering commitment to providing the highest level of attentive service.Our team combines real-world experience with postgraduate education and extensive professional training. We look beyond your investments, seeking to integrate the various facets of your financial life, including insurance, education funding, and asset accumulation, preservation and transfer. We seek to address not only your own current and future needs but also those of your children and grandchildren. Our goal is to be the first call you and your family make for financial advice and guidance—on matters large and small. Show less