James Graham Email & Phone Number
Financial Planner @ Strategic Financial Partners
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James Graham Location
- Birmingham, AL, US
James Graham Work
- 2026 -now Financial Planner @
- 2024 -now Partner @
- 2019 -2026 Executive Vice President @
- 2018 -2019 Vice President of Sales @
- 2014 -2017 Financial Advisor @
- 2012 -2014 Employee Benefits Specialist @ Trowbridge Wealth Management
- 2014 -2014 Financial Analyst @
- 2013 -2013 Accounting Intern @
- 2013 -2013 Financial Planning Intern @ Pittman Financial Partners
- 2011 -2012 Correspondent Banking Intern @
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 - LiveOak Group and Strategic Financial Partners. 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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