15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
Partner, WealthPlan of Coastal Carolina
Financial Advisor, Lincoln Financial Securities
Jim has worked in the insurance and financial planning industry for over 37 years and holds his Series 6, 63 and 65 licenses. He is best known for the insurance and investment planning for the professional, individual and small business markets. As a financial advisor, his holistic approach considers all aspects of life, long term care, disability, health, qualified and non-qualified investing as well as estate and business planning ideas. Careful consideration is used to determine his client’s needs, establishing long term goals and implementing suitable solutions to protect his clients.
Jim served as a board member on the Carolina Golf Association for 22 years-and now serves as an Emeritus board member. He also is a founding board member that established the South Carolina Junior Golf Foundation- that continues today to support and enhance junior golf in South Carolina.