James Mrdjenovich has over 20 years of experience in the Wealth Management/Financial Services industry, with a background in investment, retirement, estate, tax, risk, debt, education, and business planning. He obtained a BSBA degree from Duquesne University in Pittsburgh Pennsylvania, with a major in Finance and Accounting.
As the Owner and Principal of his Western Pennsylvania and South-Western Florida offices, with LPL Financial, Mr. Mrdjenovich thrives on the opportunity to assist his clients define and work toward their goals. He applies comprehensive financial planning strategies to manage the challenges of every stage of life. James holds the FINRA Securities license 6,7,63,65 with LPL Financial, Life, Accident, Health. He has obtained his Certified Financial PlannerTM certification.
Born and raised in Western Pennsylvania, James was a high school three-sport athlete competing in football, basketball, and baseball. He had the opportunity to attend college on a football scholarship and continued playing professionally in the arena leagues after college.
Mr. Mrdjenovich enjoys spending time with his family in South Western Florida during the fall and winter months. He enjoys golf, cycling, weight training, Brazilian Jiujitsu, and gaining additional knowledge through reading and continuing his education.