Access National Bank
Investment Services
  • Business Banking
  • Personal Banking
  • Investment Services
  • Mortgage Banking


Reston Branch
1800 Robert Fulton Drive, Reston, VA 20191
Direct: 703-871-5965



James is a Financial Advisor at Access Investment Services (AIS), an affiliate of Access National Bank.

James joined AIS in 2013 with nearly 15 years’ experience in wealth management. James has held advisory positions at two major brokerages, an international insurance company, and a money center bank. This knowledge allows James to develop customized solutions for his clients based on their circumstances and resources. James’ approach to wealth management is consultative, objective, and committed to excellence. He prides himself on his ability to listen to clients’ concerns about their financial situation and implement strategies to address those concerns.

James graduated from Florida State University in 1994 with a degree in political science, and he earned his MBA in finance from the University of the District of Columbia in 2004. He also holds the Chartered Retirement Planning Counselor designation. He and his wife live in Washington, DC with their two children.





NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professional, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA / SIPC. The investment services offered by IPI under the name Access Investment Services are in no way affiliated with or offered by Access National Bank, nor is Access National Bank a registered broker/dealer. Customers working with Access Investment Services will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. The products offered by IPI are not insured by the FDIC or any other government agency, are not deposits or other obligations for Access National Bank or guaranteed by Access National Bank and involve investment risks, including possible loss of principal amount invested.



ANCX - Nasdaq listed Equal Housing Lender
Access National Mortgage

NMLS ID: 408540