James Yahoudy, CFP®

James Yahoudy, CFP® has a diverse work experience spanning multiple industries. James is currently working at Aptus Capital Advisors as the leader of the business consulting segment. In this role, they collaborate closely with advisor relationships on various projects, including technology workflows, operational challenges, financial planning research, and supporting with investment commentary/client communications. James also plays a vital role in the sales and marketing efforts for the firm.

Prior to their current position, James worked at TD Ameritrade Institutional for several years, holding multiple roles. As the Vice President of Strategic Relationships, they supported independent RIA firms with their business vision, focusing on operational efficiencies, technology adoption, and growth strategies. James also served as an Advisor in Transition Consultant, educating and supporting breakaway brokers in transitioning to the independent RIA model. Additionally, James worked as a Senior Sales Specialist, where they played a key role in business development and sales support for the southeast region.

Before joining TD Ameritrade Institutional, James gained experience at Hornor, Townsend & Kent as a Business Development professional in the Life & Annuity sector. James also worked as a Financial Planner at ARMOR Wealth Management.

In the earlier years of their career, James worked as a Land Surveyor at Teague Nall and Perkins, Inc. and Huitt-Zollars, Inc.

Overall, James Yahoudy brings a wealth of expertise in strategic consulting, business development, sales, and financial planning to their current role at Aptus Capital Advisors.

James Yahoudy, CFP®, has a Bachelor of Business Administration (BBA) degree in Finance from the University of North Texas. James also completed a Certificate Program in Financial Planning, specializing in Financial Planning and Services, from Southern Methodist University. Additionally, they hold the certification of CERTIFIED FINANCIAL PLANNER™ from the CFP Board. No specific information is provided regarding the dates of completion or obtaining the certification.