James McGehee Email & Phone Number
President
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James McGehee Location
- Charlotte, NC, US
James McGehee Work
- President @ McGehee Wealth Advisory Group (February 2010 - Present)
- Instructor @ (January 2004 - January 2011)
- Managing Member @ (November 2002 - January 2010)
- Financial Planner and Portfolio Manager @ (January 1998 - September 2002)
James McGehee Education
- Stetson University
Master of Business Administration (Finance)
1991-1993 - Florida State University
Bachelor of Science (Economics, Political Science)
1985-1990
James McGehee Skills
- Asset Allocation
- Asset Management
- Bonds
- Equities
- Financial Advisory
- Financial Analysis
- Financial Planning
- Fixed Income
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Wealth
- Wealth Management
James McGehee Summary
- James McGehee, based in Charlotte, NC, US, is currently a President at McGehee Wealth Advisory Group. James McGehee brings experience from previous roles at Becker Professional Education, Alpha Financial Advisors, LLC and Sullivan Bruyette Speros & Blayney. James McGehee holds a 1991 - 1993 Master of Business Administration in Finance @ Stetson University. With a robust skill set that includes Asset Allocation, Asset Management, Bonds, Equities, Financial Advisory and more. James McGehee has 1 emails and 1 mobile phone numbers on RocketReach.
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