As a financial advisor with Edward Jones, I believe that when clients succeed in reaching their financial goals, then I have succeeded. Through face-to-face relationships, whether in person or through state of the art technology, I work to help define and prioritize your financial goals and identify appropriate solutions.
I earned my bachelor's degree in economics and business as well as a minor in Spanish from Virginia Military Institute in Lexington, VA. My love for wrestling took me to VMI, and the discipline and structure instilled in me while there correlate directly to the process and passion I have for my clients.
I have also received the Accredited Asset Management Specialist™ professional designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Clients draw upon my knowledge as a leader and as a financial advisor to help their families with wealth strategies to support themselves and those they care most deeply about. It is an honor to advise those I do, and I look forward to the opportunity to be of value to those I will work with in the future.
I live in Charlottesville with my wife, Haley, daughter, Emily, and son, Oliver, who we welcomed to the world in Nov. 2021. Most weekends you can find us frequenting the many restaurants that Charlottesville has to offer.
My team includes a wide array of financial and business professionals as well as senior branch office administrator, Katie Spicer-Byers. We are committed to providing you with personalized, excellent service. Please feel welcome to contact us anytime.
- Wealth Strategies
- Socially Conscious Investing
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- LGBT Finances
My Personal Interests
- Mountain Biking
- Sports Enthusiast
Phone NumberJames S Clark at (434) 295-1271
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