I bought my first stock in high school, which led me to envision a career for myself as a financial advisor. Since then, I've educated myself about the world of finances by earning a Bachelor of Business Administration in finance at Lamar University, then a Master of Science in financial planning at the College for Financial Planning. I began working at Edward Jones in 2005, and I'm happy to say that my business has become so much more than just a job. It's a chance for me to fulfill my passion for improving the lives of families in my community.
Melanie Rogers and Olivia Gougar are my administrators with a combined experience of 20-plus years with Edward Jones. As your branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money. I can work closely with you and your CPA, attorney or other professionals to help determine the most appropriate financial strategy for you and your family. I can also help with retirement savings so you have more options when you retire.
My primary area of focus is with government employees. For 10-plus years, I've been a guest speaker for hundreds of benefits classes for various government agencies, speaking to employees about planning for retirement. My ideal clients are those with complex issues that want to carefully and thoughtfully work together to achieve their financial goals. These goals can range from preparing for retirement to reducing taxes and/or wealth transfer. No two scenarios are the same, and neither are the approaches to achieve your goals.
In my community, I'm an active member with Huntsville Track Club, as well as an ambassador for Fleet Feet Huntsville. I'm also on the board of Land Trust of North AL and a member of the Rotary Club of Greater Huntsville. At Edward Jones, I have served in multiple leadership roles mentoring newer financial advisors.
I was named among the 2022 Forbes Best-in-State Wealth Advisors ranking. [Source: Forbes.com – April 2022; data as of 6/30/21]
Please consider our team to help achieve your financial goals!
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
My Personal Interests
- Spending Time with Family
Phone NumberJames D Falcon at (256) 534-8183
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