Resource Management Associates Website - The Lumpkin Group
The Langley Group


109 North Main Street
PO Box 505
Louisburg, NC 27549
919.496.1511/800.447.0291


The Lumpkin Group of RMA

James "Parker" Lumpkin II

Financial Advisor, Raymond James Financial Services, Inc.
parker.lumpkin@raymondjames.com

"My unique background and experience in real estate, business and investments allow me to make a meaningful and positive difference in people's financial lives. It doesn't take long before our clients become friends, then part of our extended family. My sons and I truly believe in faith, family and friends, and it shows in what we do every day."

Parker attended the University of North Carolina-Chapel Hill, where he was a Morehead Scholar. He went on to attend the Babcock Graduate School of Management, then earned a juris doctorate degree from Wake Forest's School of Law. This former lawyer became a financial consultant back in 1984, first with Merrill Lynch, then Interstate/Johnson Lane before going independent with Resource Management Associates in 1989. Now he and sons Tripp and Arturo work together to create individualized financial plans to help meet their clients' investment goals.

He and his wife, Lynda, are both active volunteers in their community. In fact, they were honored as Franklin County's Co-Citizens of the Year in 1994 for their outstanding commitment to the area. Parker has served on the board of a number of organizations for many years. In that time, he has served as a past president of the Louisburg/Franklin County Chamber of Commerce; co-founder and past president of both Franklin County Habitat for Humanity and Franklin County Ducks Unlimited; past president and chairman of the board of the North Carolina Forestry Association; and a former member of the boards of trustees for St. Timothy's Middle/Hale High School, Ravenscroft School, Louisburg College, NC State University Investment Fund (endowments) and the NC Forestry Foundation. Parker remains active on the NC Forestry Association board of directors and is very active in his beloved Louisburg Baptist Church, where he serves as a deacon, Sunday school teacher and choir member. In his down time, Parker can be found hunting, fishing or traveling with his family and friends.

James Parker Lumpkin III ("Tripp")

Financial Advisor, Raymond James Financial Services, Inc.
tripp.lumpkin@raymondjames.com

"My father, brother and I all have a passion to truly serve our clients. We talk with our clients on a regular basis and continually strive to preserve their assets and plan for their financial futures."

After earning a communications degree from Wake Forest University, Tripp joined with his father. To add even more value, he has earned Series 7 and 66 licenses, as well as insurance licenses for life, health and long-term care. Always driven, he has also completed all five of the Certified Financial Planner™ modules.

A North Carolina native, Tripp's community pride shows through service as an active member of Kappa Alpha Order and the Edenton Street United Methodist Church. He also volunteers with the March of Dimes. He and his wife, Jennifer, live in Raleigh and enjoy spending time with their daughter Evelyn (5) and son Parker (2). They also enjoy traveling, hunting, fishing, movies and watching collegiate and professional sports, particularly the Carolina Panthers and Hurricanes, as well as the Wake Forest football and basketball teams.

Arturo Ynocencio Casanova Lumpkin, AIF®, CKA®

Financial Advisor, Raymond James Financial Services, Inc.
arturo.lumpkin@raymondjames.com

"I love being part of a multigenerational team serving successive generations of clients. My family has a legacy of providing professional and knowledgeable service and we strive to develop long-term relationships with clients with the objective of understanding their goals and providing viable solutions."

After a varied career in computer and electrical engineering, spanning everything from designing and testing hardware and software to managing projects and maintaining servers, Arturo leapt at the chance to follow his father and brother into the family business of offering investment advice to respected clients. After years in the corporate world, he learned he truly enjoyed the chance to work one on one with various clients, helping them achieve their objectives. His analytical mind serves him well in his role as a financial advisor, where he uses complex computer analytics to run account projections, and then distills the information into easily understood charts and graphs. His computer knowledge also helped broaden the practice, making it more efficient.

A North Carolina native, Arturo graduated summa cum laude from North Carolina State University with bachelor's degrees in computer and electrical engineering. While there, he studied in Cuba as part of the University Scholars Program and completed the University Cooperative Education Program. He continued his education, earning a master's in computer engineering. He also holds Series 7, 66, 9, and 10 licenses, insurance licenses for life, health, and long-term care and his AIF® and CKA® designations.

Arturo is an active member of the Kappa Sigma Fraternity, the Richland Creek Community Church in Wake Forest, and the Public Affairs Committee of the North Carolina Forestry Association. When he has time, you can find him hunting, fishing, playing pool, camping, and watching movies, collegiate, and professional sports. He also enjoys spending time with his wife Rebecca, his son Henry (6), and his two daughters Genevieve (5) and Margaret (3).

Janice D. Gilliam

Administrative Assistant, Raymond James Financial Services
janice.gilliam@raymondjames.com

"I am never too busy to stop and help the person I am speaking with either on the telephone or in person. I truly love meeting so many different and interesting people, and I strive to make each client feel comfortable in knowing their business is important to us and appreciated. I want them to know I am here to serve their needs as best as I can."

Janice has been her team's administrative assistant for almost three decades, originally joining in 1990. Always a people person, she takes pride in helping establish and maintain client accounts along with the many other various responsibilities that come with keeping our office running smoothly. Clients usually hear her voice first when calling the office, and she enjoys the opportunity to assist them with operational questions. Before joining our team, she spent five years as a transcriptionist with W.H. Trentman Mental Health Center and then worked another five years as a Utilities Clerk with the Town of Louisburg.

A lifelong resident of North Carolina, she lives in Louisburg with her husband, Tim. Together, they have three grown children (Susan, Raynor, and Morgan) and four beautiful grandchildren. Aside from being a fulltime wife, mom, and grandmother while working a full time job, her next greatest accomplishment and the next greatest blessing in her life is being a breast cancer survivor. With a new prospective on life and how quickly it can change, her favorite hobbies are simply spending time with and spoiling her family on land and water. She loves to relax with her husband on their pontoon boat while catching a few fish or pulling the kids on the back as they enjoy tubing at the lake. When not at the office or on the water, her next favorite place is in her yard and flower garden. A bout with cancer makes you realize how short life can be and she loves to make the most out of anything and everything she does. The first thing you will see when you walk into our office is a sign that reads "Faith, Family, and Friends." Like the rest of our team, that not only applies to our office but to our personal life as well.

Rita H. Cox

Administrative Assistant, Raymond James Financial Services, Inc.
rita.cox@raymondjames.com

"I have had the pleasure of knowing the Lumpkin family for a number of years. Anyone who knows them can attest to how much they genuinely care for others and their well-being, and for that, I am honored to join this team. I thoroughly enjoy getting to know clients and being of assistance to them."

Rita joined the Lumpkin family in the summer of 2017. She maintains the day to day financials of the business in addition to greeting clients in the office and on the phone. She has 16 years of experience in public school finance and 13 years of experience as a legal assistant. She and her husband, Ron, are partners in a craft brewery, part of a downtown revitalization effort in Louisburg.

Aside from working with the Lumpkin family and in the brewery, she most enjoys family time with Ron, her son Reid, her son Ryan and his wife, Kayla, and her grandsons Mason and Asher. She is an active member at Woodland Baptist Church in Wake Forest.

Raymond James is not affiliated with any of the listed entities.

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