James R. Graham, III
Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Retirement Income Planning, Business Succession Planning, Risk Management Strategies, Estate Planning, Group Benefits, Financial Education, Charitable Giving
My Business Philosophy
I help families and businesses save for retirement in the most efficient way while also helping to protect their biggest assets. The team of financial planners, investment specialists, and insurance professionals behind me allows me to help provide each of my clients with the best comprehensive plan possible.
Bachelor’s degree in Finance and Accounting, Samford University (2014)
Earned CERTIFIED FINANCIAL PLANNERTM professional designation
Passed FINRA Series 6, 63, and 65 Exams
2017 Leaders Conference Qualifier, Massachusetts Mutual Life Insurance Company Named one of NAIFA’s Top Advisors Under 40 in 2016 & 2017
I was born and raised in Birmingham, Alabama. I attended Samford University, where I double majored in Finance and Accounting and ran cross country and track. I also met my wife (Brooke) while at Samford. Still an avid long-distance runner, I regularly run marathons and I’ve run the Boston Marathon twice. My wife and I enjoying going on family walks with our son Colson and our dog Dottie.
Check the background of this investment professional on FINRA’s BrokerCheck
1101 22nd Street South
Birmingham, AL 35205