Jim Tally's Location
Atlanta, GA, US
Jim Tally's Work
Jim Tally's Education
The University of Georgia
Bachelor of Arts (BA) (English)
1988 - 1992
Cannon Financial Institute
Trust and Estate Planning
Southern Trust School
Trust and Estate Planning
Jim Tally's Skills
Jim Tally's Summary
Jim Tally, based in Atlanta, GA, US, is currently a Partner and Director of SignatureHealth at SignatureFD, bringing experience from previous roles at U.S. Trust, Merrill Lynch and SunTrust Bank. Jim Tally holds a 1988 - 1992 Bachelor of Arts (BA) in English @ The University of Georgia. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Investments, Wealth Preservation Planning, Multi-generational wealth transfer and more, Jim Tally contributes valuable insights to the industry. Jim Tally has 1 email on RocketReach.