James partners with accomplished individuals and families to help manage, preserve, and grow significant wealth with purpose and clarity. Known for his steady guidance and thoughtful approach, he helps clients simplify complexity and build confidence in their financial lives. His practice emphasizes comprehensive, integrated planning—including investment management, tax optimization, and multi-generational wealth transfer strategies—all designed to safeguard and grow wealth across lifetimes.
Professional History & Education
James earned his bachelor’s degree from the College of Charleston and brings nearly a decade of experience in the financial industry. He co-founded Harbor View Private Wealth after beginning his career at Merrill Lynch and later joining UBS, where he gained valuable experience advising affluent families, senior executives, and business owners with multifaceted wealth management needs.
As Pro Bono Director for the Financial Planning Association of Georgia, James is deeply committed to expanding access to quality financial advice. In this role, he leads initiatives that provide underserved individuals and families with professional guidance, reflecting his belief that sound planning should be accessible to all.
Industry Awards
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
- The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024, 2025
- The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12-month period ending in March of the award year.
Designations & Credentials
- CERTIFIED FINANCIAL PLANNER®(CFP®)
- Chartered Retirement Planning Counselor℠(CRPC®)
- Portfolio Manager
Associations
- Financial Planning Association of Georgia – Pro Bono Planning Director
Personal Life
Outside the office, James values time with his wife, Julia, their son, Aiden, and their dog, Bailey. Together, they enjoy traveling and exploring new destinations, creating memories that serve as a reminder of what wealth truly represents: the freedom to enjoy what matters most.
A lifelong athlete, James is also an avid ice hockey player. The discipline, teamwork, and strategy the sport demands are the same qualities he brings to his client relationships—committed partnership, thoughtful preparation, and a clear focus on winning outcomes.