James McNally Email & Phone Number
Senior Vice President, Investments @ Raymond James
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James McNally Location
- Greenville, SC, US
James McNally Work
- 2026 -now Senior Vice President, Investments @
- 2019 -2026 J.P. Morgan Private Client Advisor @ JP Morgan Wealth Management
- 2016 -2019 Private Client Investment Associate @
- 2016 -2016 Private Client Service Associate @
- 2015 -2016 Intern @ Arthur M. Spiro Institute for Entrepreneurial Leadership
James McNally Education
- Clemson University
Master of Business Administration - MBA, Business Administration and Management (Business Administration and Management)
2022-2025 - Northwestern University
CFP Certificate Program, Financial Planning and Services (Financial Planning and Services)
2018-2019 - Clemson University
Bachelor of Arts (B.A.), Mathematical Sciences (Mathematical Sciences)
2012-2016
James McNally Summary
- James McNally, based in Greenville, SC, US, is currently a Senior Vice President, Investments at Raymond James. James McNally brings experience from previous roles at JP Morgan Wealth Management, JPMorgan Chase Bank N.A. and Arthur M. Spiro Institute for Entrepreneurial Leadership. James McNally holds a 2022 - 2025 Master of Business Administration - MBA, Business Administration and Management in Business Administration and Management @ Clemson University. James McNally has 1 emails and 1 mobile phone numbers on RocketReach.
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