James R. Pitts II DMD
Contact: jpitts@dentalconsultantconnection.com
Professional Financial Strategies
James R. Pitts II DMD
We pride ourselves on helping our clients succeed in their financial lives.
My background consists of 26 years of clinical dentistry. I started a solo practice and grew it to the top 1% nationwide. Using financial planning techniques and strategies, I was able to save and invest wisely so that age 51 I retired financially independent and debt free. For the last several years my passion has been to help other people build, grow and manage their wealth.
As an Independent Financial Advisor and a Registered Investment Advisor, I can guide clients in the following areas:
- Comprehensive Financial Planning
- Investment Planning-
Stocks, Bonds, Mutual Funds and Alternatives
- Retirement Planning-
IRAs, Rollovers, 401Ks, 403Bs, 457s, SIMPLE IRA plans and Defined Benefit Plans
- Education Planning
- Debt Reduction
- Annuities
- Insurance-
Life, Disability, Group and Business
- Business Succession Planning
- Estate Planning
Our goal at Professional Financial Strategies is to help our clients plan for, build and maximize their financial futures. Allow us to help you reach your goals.
James R. Pitts DMD
Registered Investment Advisor and Financial Planner
Dental Practice Management Coach/Speaker
General and Cosmetic Dentist
Education: 8/78-5/81- BS University of Alabama-Tuscaloosa, Al.
8/81-5/85-DMD University of Florida, College of Dentistry-Gainesville, Fl.
Memberships-American Dental Association, Florida Dental Association, West Coast District Dental Association, Upper Pinellas County Dental Society, Countryside Rotary, North Dunedin Rotary(Board of Directors)
President of Upper Pinellas County Dental Association-2013-2014
Board of Directors-Community Dental Clinic
Registered Investment Advisor Representative and Financial Planner with JWCole Securities
Licensed Insurance agent-state of Florida
Lectures and Presentations:
Florida National Dental Congress
Orlando, Fl. 6/14
University of Florida
Executive Practice Management curriculum
Orlando, Fl. 9/13
Hillsborough county Dental Research Clinic
Tampa, Fl. 6/13
Lee County Dental Society
Myers, Fl. 3/13
Gulf Coast Dental Hygiene Dental Association
Ft. Myers, Fl. 1/13
Charlotte County Dental Association
Punta Gorda, Fl. 10/12
Upper Pinellas County Dental Association High Technology Night
Palm Harbor, Fl. 9/12
Manatee County Dental Association High technology Night
Bradenton, Fl. 9/12
Upper Pinellas Dental Society Association High Technology Night
Palm Harbor, Fl. 10/11
West Pasco Dental Association
New Port Richey, Fl. 10/11
Hillsborough County Dental Research Association
Tamps, Fl. 6/11
Pinellas County Dental Association High Technology Night
4/11
Hernando County Dental Association
Springhill, Fl. 3/11
FNDC Dental Congress
Orlando, Fl. 6/09
Sempermed Corporate Meeting
March 2009
Implant Seminars
Dallas, Tx. 1/08
Implant Seminars
Atlanta, Ga. 9/07
Implant Seminars
Seattle, Wa. 3/07
Implant Seminars
Los Angeles, Ca. 3/07
Miami Winter Dental Meeting
Miami Beach, Fl. 1/06
Florida National Dental Congress
Orlando, Fl. 7/05
Excellence in Dentistry, Spring Break Seminar-taped interview and seminar
Destin, Fl. 3/05
Miami Winter Meeting
Miami Beach, Fl. 2/04
Manatee County Dental Society
Bradenton, Fl. 2/04
UPCDA/PCDA joint meeting
Clearwater, Fl. 11/03
Polk County Dental Association
Lakeland, Fl. 10/03
New Horizons Dental Study Club
Clearwater, Fl. 2003
Miami Winter Meeting
Miami Beach, Fl. 3/03
Collier County Dental Hygiene Society
Naples, Fl. 2/01
Various topics concerning Dentistry and Financial Planning
Countryside Rotary and North Dunedin Rotary
Publications:
South Florida Dental Association Newsletter- “The Bread and Butter Millionaire”
“How to Cope with a Volatile Stock Market”
“Your Money or your life”-Panache Vue magazine
Monthly column in local newspaper- Bringing Community Home-Palm Harbor, Fl.