James Graham Email & Phone Number
Financial Planner @ Strategic Financial Partners
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James Graham Location
- Birmingham, AL, US
James Graham Work
- Financial Planner @ (January 2026 - Present)
- Executive Vice President @ (March 2019 - March 2026)
- Vice President of Sales @ (July 2018 - February 2019)
- Partner @ (September 2024 - Present)
- Financial Advisor @ (June 2014 - January 2017)
- Employee Benefits Specialist @ Trowbridge Wealth Management (December 2012 - June 2014)
- Financial Analyst @ (January 2014 - May 2014)
- Accounting Intern @ (August 2013 - August 2013)
- Financial Planning Intern @ Pittman Financial Partners (May 2013 - August 2013)
- Correspondent Banking Intern @ (January 2011 - August 2012)
James Graham Education
- Samford University
Bachelor's Degree (Accounting and Finance)
2010-2014
James Graham Skills
- Life Insurance
- Disability Insurance
- Investments
- Employee Benefits
- 401k
- 401k Rollovers
- Retirement
- Teamwork
- Finance
- Accounting
- Microsoft Office
- Bloomberg Terminal
- Microsoft Word
- Outlook
- Microsoft Excel
- PowerPoint
- Public Speaking
James Graham Summary
- James Graham, based in Birmingham, AL, US, is currently a Financial Planner at Strategic Financial Partners. James Graham brings experience from previous roles at Strategic Financial Partners and Strategic Financial Partners - LiveOak Group. James Graham holds a 2010 - 2014 Bachelor's Degree in Accounting and Finance @ Samford University. With a robust skill set that includes Life Insurance, Disability Insurance, Investments, Employee Benefits, 401k and more. James Graham has 2 emails and 2 mobile phone numbers on RocketReach.
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