Lois James founded James Investment Group in 1984, following several years of marketing architectural services. After 35 years of empowering clients toward financial independence, she retired in June of 2019.
As a Financial Advisor & CERTIFIED FINANCIAL PLANNER™ she was devoted to maintaining a diverse client group - locally, regionally and internationally. Lois’ commitment to helping the families and individuals she served in managing investments, protecting wealth, and growing legacies informs the way we do business today. She was recognized in 2016 by Raymond James as a Woman of Distinction for leadership and support of women in our industry.
Lois continues to be an active member of our community, sitting on countless boards and committees and dedicating hundreds of hours to various causes and organizations. Currently, Lois serves on the Board of Miracles in Motion, a therapeutic equestrian center in Swisher, Iowa.
The Woman of Distinction Award is designed to recognize a woman advisor that has served as a role-model to other advisors or service associates in her branch or the industry. Through mentoring and coaching, she’s supported the professional growth of women by sharing her experiences, knowledge, ideas and feedback. In addition to these qualities, nominations should also include a woman who is actively involved in her community through volunteer hours, and board participation. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.