Symposium Speaker Bio – Jim Entwisle

Jim Entwisle

National Speaker & Advisor Education Specialist, Vanguard

ABOUT THE SPEAKER

Jim Entwisle is the National Speaker and Advisor Education Specialist for Vanguard Financial Advisor Services™. He is responsible for presenting Vanguard’s industry research and analysis to financial advisors and other financial services professionals. Mr. Entwisle began his career at Lincoln Financial before joining Vanguard.Jim also served in Major League Baseball’s Advance Scouting Departments for both the Washington Nationals and Baltimore Orioles. He has degrees in Economics & Spanish from Williams College in Massachusetts, and holds his FINRA Series 6, 7, and 63 licenses.

SESSION

Retaining Heirs: How to Connect With Your Next Generation of Clients

Tuesday, March 9th

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