Senior Wealth Advisor
Tom James is Senior Wealth Advisor at Atlanta Capital Group. He works with professional clients to develop well-diversified portfolios based upon individual needs and objectives. He also analyzes alternative investment opportunities and evaluates which of those may present viable options for inclusion in client portfolios.
Starting his career in corporate finance, Tom worked for major corporations including General Foods, Bristol-Myers Squibb and Sealy, Inc. where he held senior management positions including VP of Corporate Planning and VP – International Administration, Mergers & Acquisitions. The experience gained in identifying, analyzing and implementing profitable growth opportunities for corporations has translated directly to analyzing investment options and developing retirement strategies for individual clients.
Tom gives back to his community in North Carolina by teaching; he holds adjunct appointments at High Point University and Elon University where he teaches courses in Finance and Investments. When not working, Tom and his wife Sharon enjoy traveling.
- Series 6
- Series 22
- Series 62
- Series 63
- Series 65
- Master of Business Administration (Finance) – University of Pennsylvania (Wharton)
- Bachelor of Science in Business Administration (Finance and Management) – University of Richmond
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