James serves as Financial Advisor of UBS Financial Services, Inc.  As a CERTIFIED FINANCIAL PLANNER™, James helps clients meet their financial goals by running Financial Goal and Retirement Analysis plans and works with them to make sure that plan suits their individual needs. 

James received his Bachelor’s degree at Middle Tennessee State University in Nashville, Tennessee where he majored in Business Administration with a focus in finance. James volunteers with the first impressions team greeting and welcoming guests at City Church in Murfreesboro.

• CERTIFIED FINANCIAL PLANNER(TM)
• Chartered Retirement Plans SpecialistSM (CRPS®)

• Middle Tennessee State University, BBA 2009 (Finance)

• Series 7 (AL, AR, AZ, CA, CO, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA ,WI)
• Series 66 (AL, AR, AZ, CA, CO, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA ,WI)
• Life and Health (AL, AR, AZ, CA 18450776, FL, GA, IL, MI, MS, NY, SC, TN, TX)

AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI