James co-founded Capital South Wealth Management LLC to address the needs of individuals whose financial situations have been drastically altered whether through death, divorce or windfall. James and the Capital South team work to educate clients on financial matters, provide clarity regarding their situation and build a plan to address income and expenses. This process requires diligence and care to examine every aspect from asset preservation, behavioral counseling, income planning, insurance, budgeting, estate planning and investment planning.
James is an alumnus of the E.J. Ourso College of Business at Louisiana State University, where he graduated with both a Bachelor of Science in Finance and a Master of Science in Finance with a focus on Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ Professional, awarded by the Certified Financial Planner Board of Standards, Inc. In addition to the CFP® designation, James is also a Chartered Financial Consultant® and a Retirement Income Certified Professional®. The ChFC® and RICP® designations are awarded by the American College, a non-profit educational institution with academic accreditation, dedicated to the development of financial professionals.
His professional securities registrations include Series 7-General Securities Representative and Series 66-Investment Adviser Representative registrations held with LPL Financial, and Life, Health and Disability Insurance license. James is a member of several professional and community organizations including the Financial Planning Association (FPA), the Baton Rouge Estate & Business Planning Council, Forum 35, the Louisiana Association of Business and Industry and he currently serves as an ambassador of the Baton Rouge Area Chamber.