About Me

James A. Bankes, CPA/PFS is a highly accomplished Registered Advisor at Belleair Wealth Management with extensive experience in the financial services industry.  In his current role, James leverages his background to provide tailored financial planning and investment advice to his clients. He obtained his Bachelor of Arts in Accountancy from Rowan University in 1988 and has acquired multiple licenses, including Series 63, Series 65, and 2-15 License for Florida Life, Health & Variable Annuity Insurance.

With over three decades of experience, James has established himself as a seasoned expert in the field of financial planning. He is also the President of Bankes Planning Associates, an established CPA Firm he founded in 1988.

James has also held key positions in other leading financial institutions, including Raymond James & Associates, where he served as a Registered Investment Advisor/Investment Advisor Representative from 2002 to 2019. Prior to that, he worked as a Personal Financial Manager at Pitcairn Trust Company and as a Certified Public Accountant at Gold Meltzer Plasky & Wise, CPAs.

Since joining Belleair Wealth Management, LLC in 2019, James has continued to deliver exceptional service to his clients with his comprehensive knowledge and expertise in financial planning.