James Dattilo

IFW Financial Professional James Dattilo IFW Financial Professional James Dattilo

Jim Dattilo brings over 23 years of experience and an impeccable track record to his clients.  He strives to help people not just reach their goals, but exceed them.  His mission is to empower clients through education and provide them with choices aligned with their unique situations.

Jim is a leader in the industry and not only helps people with their financial plans but also leads other financial professionals too.  His firm AmeriLife of North Florida & Georgia is partnered with the national leader in the development, marketing, and distribution of life and health insurance, annuities, and retirement-planning solutions.  He is a top-performing manager specializing in training independent insurance professionals and providing them with innovative sales technology and support necessary to succeed. Jim and his teams focus on wealth management and retirement planning working with the nation’s top-rated carriers and product solutions.

Jim lives in Jacksonville Florida with his wife and their two wonderful daughters.  When he is not helping people with their financial future, or leading other financial professionals, you can find him shooting archery or rebuilding old cars!

LICENSES & ACCREDITATIONS

  • Financial Strategist
  • Optimization Expert
  • Registered Representative

AREAS OF EXPERTISE

  • Retirement Planning
  • Asset Management
  • Risk Management

James Dattilo

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