Medallion Financial Resources

About Us

Who We Are

We are committed to maintaining the highest standard of integrity and professionalism in our relationship with you, our client. Our endeavor is to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your financial goals. We pride ourselves on developing individual strategies that are designed to meet your needs and goals. With over 25 years of financial services experience working with both individuals and businesses, we are dedicated to developing long lasting relationships and help you achieve financial wellness.

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Meet The Owner

James P. Ball,CFP, ChFC, CLU

Background & Experiences

James Ball served six years in the US Navy in the nuclear submarine service after high school. With the cold war at its height, it was a very interesting time to be in the clandestine business. James went to college after the military and earned a Cum Laude degree in Accounting with a minor in Economics from Loras College in Dubuque, Iowa....


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Position:Associate Agent


Meet the Associate Agent

Rachel Beach Smith

Background & Experiences

Rachel Beach Smith moved to Venice, FL in 1984 and graduated from Venice High School in 1993. After high school, Rachel moved to Vancouver, WA where she started her career in the Automotive industry. Rachel worked with the Hannah Motor Company from July 1993 to June 2019. She worked in all areas of the dealership from Receptionist to General Manager of the Kia franchise for 13yrs. Rachel’s focus was on building long term relationships with clients, vendors and employees. Building a successful “Kia Team” was the highlight of her career with the Hannah’s....


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211 Nokomis Ave S, Venice, Florida 34285

Contact Number


Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.

Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies.

Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Testimonials are from Accurate Advisory Group, Accurate Wealth Management and AAG Capital, Inc. customers and were not compensated.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.



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