I became interested in the financial industry while earning my bachelor's degree in finance from Baldwin-Wallace University. I began my career with Equity Trust Company in 2009, where I educated my clients about investments within their retirement accounts. During my time there, I saw many individuals make emotional and disruptive decisions to their life savings because of the state of the economy. This led me to become a financial advisor, so I could directly advise my clients on their investments and help them achieve their long-term goals. I feel very fortunate to be able to use my interests and passions to help others.
In 2013, I made the decision to join Edward Jones, given the firm's reputation for client service, their long-term investment philosophy and the independence to practice in Statesville, NC. Every strategy and solution I recommend is based on what's most important to you. Once I understand your priorities and goals, I can develop a strategy to help you achieve them.
In 2018, I received the CFP® professional designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My wife, Colleen, and I have been married since July 2, 2016. On April 16th, 2019, we welcomed our first child, Connor, into our lives. We are residents of Statesville and enjoy outside activities with our rescue dogs, Emmy and Graham.
My branch office administrator, Julie Bennett, has been a long-term resident of Statesville and is dedicated to providing you with the highest level of service possible. Please do not hesitate to call her with any of your questions.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- College Savings
Phone NumberJames L Magee Jr at (704) 838-1078
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