James Rael
Senior Private Client Advisor at Davy
Based in Limerick, Ireland
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Seniority
Manager
Department
Finance & Accounting
Location
Limerick
Industry
Financial Services
Company size
993
Contact information
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j•••••••@davy.ie
Phone
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Background
About James Rael
I am currently working as a Senior Private Client advisor with Davy in Limerick. Davy is the leading provider of wealth management and financial planning services in Ireland. As a portfolio manager and client advisor, I work with individuals, families, corporations and trusts to manage and grow their assets through personalized investment and financial planning advice. I am a CFP® practitioner and a Qualified Financial Advisor (QFA). I have completed a Postgraduate Diploma in Financial Planning from University College Dublin (UCD) and a Bachelor of Business Studies (BBS) from the University of Limerick (UL).
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