The son of a now retired advisor, James is second generation financial services professional. James began his investment career in 2004 working for a private money management firm in Richmond, VA named Godsey & Gibb Associates. He joined Raymond James in 2007, coupling lessons learned in VA with his dad’s teachings to develop his practice. He joined Pinnacle Financial Partners in 2013.

Professional Accomplishments

• Earned Wealth Management Specialist (WMS) designation in 2007
• Earned Certificate in Financial Planning from Boston University in 2011
• Earned CFP® designation in 2012