James Mcgehee's Location
Charlotte, NC, US
James Mcgehee's Work
- President @ McGehee Wealth Advisory Group
- Instructor @ Becker Professional Education
- Managing Member @ Alpha Financial Advisors, LLC
- Financial Planner and Portfolio Manager @ SBSB Financial Advisors
James Mcgehee's Education
- Stetson University
Master of Business Administration (Finance)
1991 - 1993 - Florida State University
Bachelor of Science (Economics, Political Science)
1985 - 1990
James Mcgehee's Skills
- Financial Planning
- Asset Management
- Portfolio Management
- Retirement Planning
- Wealth Management
- Asset Allocation
- Financial Analysis
- Investment Advisory
- Investment Strategies
- Investments
James Mcgehee's Summary
James McGehee, based in Charlotte, NC, US, is currently a President at McGehee Wealth Advisory Group, bringing 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 Financial Planning, Asset Management, Portfolio Management, Retirement Planning, Wealth Management and more, James McGehee contributes valuable insights to the industry. James McGehee has 1 email on RocketReach.
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