James

D: 205.874.4321

T: 205.879.0016

F: 205.802.7339

TF: 800.786.6445

2900 Highway 280 S Ste 100 Birmingham, AL 35223-2469

James Vaughn,

CFP® Managing Director

As a financial professional with more than 25 years of experience, James provides comprehensive financial planning to help manage all financial aspects of his clients' lives, from college funding to estate reviews. His specialty is helping clients transition comfortably into retirement and generate monthly investment income so they can maintain their standard of living. This endeavor is enhanced by sales associate, Chris Smith, who has over 20 years in the industry and has worked with James the last 18 years.

James has earned the professional designation of Certified Financial Planner™ practitioner. By being certified by the CFP® Board, he has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.

Before joining Raymond James, James served as a financial advisor with Morgan Keegan and AmSouth Investment Services. He earned a bachelor's degree in finance and marketing from Birmingham Southern College.

James lives in Hoover, Alabama, with his wife, Sherry, and daughter, Madalyn. He is a member of Church of the Highlands, Greystone campus.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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