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James Sweet, CFP®

Senior Wealth Advisor, Director

Ellicott City, MD

Back to Team

Designations

Work Experience

Joined MAI Capital Management in 2025
Specializes in tax and financial planning, helping clients identify goals and building an appropriate strategy to reach them
Worked for Court Place Advisors as a CFP® and Investment Advisor Representative
Prior to joining Court Place Advisors, served as Senior Financial Consultant, TD Ameritrade (2016-2019) and Financial Consultant, T. Rowe Price (2013-2016)

Life Outside of MAI

Education

Towson University, Bachelor of Science in Business Administration, concentration in Finance/International Business

1CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

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