As Regional Director, James is responsible for recruiting and acquisition in the Southeast United States for New Edge Advisors. He has been in financial services for more than 28 years, beginning his career at Merrill Lynch after graduating from college. He has worked in financial services recruiting for more than 22 of those years and counting. James enjoys helping advisors understand the remarkable freedom and flexibility afforded to them in the independent space and looks forward to helping many more make that move.
James earned his MBA from Wake Forest University School of Business and his Bachelor of Arts in Economics from Louisiana State University. He also holds his Series 7 and 66 licenses. James is from Baton Rouge, LA, and currently resides in Gonzales, LA. In his free time, he enjoys sailing, golf, and collecting wine.