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 18-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 retirement planning. 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 and race director with Huntsville Track Club, as well as an Ambassador for Fleet Feet Huntsville. I'm also a member of the Rotary Club of Greater Huntsville, and active with Land Trust of North AL. At Edward Jones, I serve as the Performance Leader mentoring newer financial advisors.
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
Office Address309 Longwood Dr S W
Huntsville, AL 35801
Phone NumberJames D Falcon at (256) 534-8183
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