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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.