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James G. Palumbo is the founder and principal of OXFORD Wealth Advisors and Private Wealth Advisor for Oxford’s clients, as well as principal and Chief Development Officer for Dynamic Wealth Advisors. With 30 years of industry and management experience, Jim has a twenty-plus year track record of serving clients' needs. Utilizing the extensive depth of resources at Oxford and Dynamic, Jim’s clients are provided with advice in a variety of ares related to personal and corporate finance, including estate and retirement planning, tax planning and preparation, and philanthropic counsel. Mr. Palumbo is focused on leading clients towards financial peace of mind through wise and objective counsel. His desire is for his clients to be free to invest their lives in what matters most.
Born in Detroit, Michigan, Mr. Palumbo graduated from Lakeshore High School in 1979 and went directly to Pinecrest Theological Seminary in New York. He went on to found Impact Personal Development Co., a New York consulting firm specializing in management training before bringing his experience to the Financial Services industry and launching the first iteration of Oxford in 1995. He is active in his community, missions, and altruism as the founder of non-profit EvangAlliance, Inc.
Jose G. Longoria Jr., Investment Advisor Representative, graduated from Roma High School in 1971 and attended Texas A&I University from 1971-1974. Prior to his financial career, Mr. Longoria worked in energy from 1977-1992 with Sunoco and Valero. Mr. Longoria entered the financial industry in 1995 and is registered in Texas with licenses in Life and Health. Joe held his NASD Series 6, 63 and 7 prior to focusing on his Investment Advisory Practice.
Born in Reading, Pennsylvania Scott brings decades of experience as a bilingual manager of US Company facilities in Mexico, small business owner, and financial advisor, to his new position as Manager, and Investment Advisor Representative for Oxford’s Central Texas offices. Scott is a great example of the Servant Leader philosophy to which Oxford is committed.