It is James’ goal to help his clients improve their overall financial health, enabling them to live the lifestyle they desire both before and during retirement. Loyal and accessible, he strives to make a difference in the lives of those he serves by keeping his clients’ best interests in mind, understanding their needs and providing them with the highest caliber of service.
Prior to joining Raymond James with his team in 2015, James was a financial advisor with Wells Fargo for 6 years and held the title Assistant Vice President. Before that, he served as an investment counselor with SunTrust Investment Services and as a financial advisor with Ameriprise Financial for more than three years. He earned his bachelor’s degree in business administration with a focus on finance from Georgia Southern University. In 2008 and 2009 respectively, James earned the designation of Chartered Retirement Planning Counselor℠ and Chartered Retirement Planning Specialist® from the College for Financial Planning. In 2018 James earned the designation of Certified Estate Planner™.
Originally from Macon, Georgia, James lives in Clayton and has two children, Susannah and Wesley.