Jim Zidd recently joined the EmVision Capital Advisors’ team as a Wealth Advisor.
“After countless conversations with Michael about business, ethics, work styles, and more, I decided joining EmVision was the right fit,” said Jim. “I want to make sure my family and my clients are taken care of.”
EmVision’s Focus on Relationships Enables Advisors to EmPower Clients
Jim is passionate about helping his clients succeed. He understands that every client has unique goals and needs when it comes to their finances and is always on the lookout for new ways to help them achieve their desired outcomes,” said Michael Embrescia, wealth advisor, president, and CEO, EmVision. “This outlook and Jim’s strong health and group benefits background make him an ideal addition to the EmVision team.”
As a wealth advisor, Jim helps his clients plan for and achieve their financial goals. He also provides comprehensive services including the following:
- Employee benefit plan review
- Evaluation of services offered by group benefits providers and carriers
- Selection of the most appropriate service providers and carriers
- Recommendations for the best-suited coverage options
“One of the benefits of joining a team like EmVision is having access to additional knowledge, experiences, and resources,” said Jim. “With a larger team of professionals, I can offer a wider range of products and services to my existing clients, while growing my client portfolio.”
Skillset and Background
Jim brings more than 40 years of experience and 200 clients. He received his MBA from Kansas University. Jim began his career at Blue Shield, worked through the Blue Cross Blue Shield merger, and then eventually left and started his own practice where he mainly focused on the group health, life, and financial services business.
Jim resides in Hinckley with his wife. Together they have two grown daughters. One who is also in the group benefits business and one who is a civil engineer. In his free time, Jim enjoys working on his house, golfing, and spending time with his family.
Questions?
If you are looking for financial security and a plan for the future, contact us to learn more about our investor services including:
Johnathon Opet, CFP®, is a financial advisor located at EmVision Capital Advisors, 251 W. Garfield Rd. Suite 155 Aurora, OH 44202. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at info@emvisioncapital.com.
(330) 954-3770
info@emvisioncapital.com
251 W. Garfield Rd. Suite 155 Aurora · OH · 44202
