financial advisor in Dublin James Carilli
6320 Frantz Road
Dublin, OH 43017
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It is my pleasure to serve the financial needs of people in the Worthington, Dublin and Henderson areas. My experience in the financial industry started in 1993 and I became a wealth management advisor in 1998.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy golf, exercise, and spending time with my family.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office6320 Frantz Road
Dublin, OH 43017
Secondary office688 High St
Worthington, OH 43085
Secondary office1991 West Henderson Road
Columbus, OH 43220
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.