As a Wealth Advisor, Jim brings nearly 30 years of business and entrepreneur experience to King Capital Management. His experience with the Global 1000 provides him with a unique perspective of the interworking of Blue-Chip companies. Jim focuses on retirement strategies for high net-worth individuals and designing corporate retirement plans. Jim methodically coordinates and manages all aspects of his clients’ wealth, retirement, and financial security, working closely with his team to offer straightforward solutions. His goal is to build lifetime relationships with his clients by helping to simplify, organize, and instill confidence in their often-complex financial lives.
He enjoys working with individuals, families, employees, and executives of corporations of any size. Additionally, Jim works with small, medium, and large business owners to create customized financial plans to meet both business and personal objectives.
He began his career in banking as a Retirement Specialist in 1992 and continued his work in the telecom and audit industries before moving to Wealth Advisor role in 2012.
AREAS OF EXPERTISE:
- Financial and Retirement Planning
- Investment Management
- Executive Benefits Consulting
- Retirement Plan Design
- Estate Planning
EDUCATION:
- University Of North Carolina at Charlotte (92') Economic Major with a concentration in Business Administration.
- Woodberry Forest High School (87')
CERTIFIED FINANCIAL PLANNER™
Securities Licenses
- Series 7 - General Securities Representative Exam
- Series 66 - The Uniform Combined State Law Exam
Insurance Licenses
- Life, Accident and Health
- Long-Term Care and Medicare Supplement