About James
Serving the Greenville area, James provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, James works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
James serves as a Wealth Management Advisor and Senior Vice President for South Carolina and Western North Carolina. James has 30 years of experience in banking and wealth management.
My Philosophy
I guide my clients though the complexities of managing family wealth to accomplish what is mort important to them.
Education
James is a graduate of The University of South Carolina where he earned a Bachelors of Science Degree in Finance, followed later by a Masters of Business Administration.
James is a graduate of Leadership Greenville and Leadership South Carolina.
James is a graduate of Leadership Greenville and Leadership South Carolina.
Licenses & Professional Designations
- Series 6
- Series 7
- Series 63
- Life Insurance
- CFP®
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
Learn More