Prior to becoming a Financial Advisor, James built a successful career as an entrepreneur and business owner. The experience of running and growing his own companies shaped his client centered perspective and ultimately led him to join Raymond James—an organization whose core values of client first service, conservatism, independence, and integrity aligned with his own.
James approaches financial planning with the mindset of an entrepreneur: strategic, inquisitive, and comprehensive. He is committed to understanding every aspect of his clients’ financial landscape, a dedication reflected in the professional credentials he has earned. These include the Certified Financial Planner™ (CFP®), Accredited Asset Management Specialist™ (AAMS™), Chartered Retirement Planning Counselor™ (CRPC®), Accredited Investment Fiduciary® (AIF®), and Certified Exit Planning Advisor (CEPA) designations.
Beyond his professional work, James is actively engaged in the Greenville community. He has contributed to organizations such as the Greenville Rotary, Metropolitan Arts Council, United Ministries, Habitat for Humanity, United Way, the Phillis Wheatley Community Center, and his local church.
James is a graduate of North Greenville University with a degree in Marketing. During his academic career, he was recognized with Clemson University’s Arthur M. Spiro Award for Excellence in Entrepreneurship, the South Carolina Collegiate Entrepreneur Award, and was named national runner up for the North American Collegiate Entrepreneur. He was also a finalist for the InnoVision Technology Awards.
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.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with the above organizations and/or charitable causes.
