Associate Wealth Advisor, Director of Client Services
Jim joined Trust Company of the South as an Associate Wealth Advisor in the spring of 2022. Prior to joining Trust Company, Jim worked for Pike Corporation where he most recently had served in several leadership positions within the company’s finance and operations divisions. Prior to attending graduate school, Jim held his Series 7 and 66 licenses while working for Brown Advisory in Washington, DC where he supported the firm’s private and institutional clients.
Jim graduated from the University of North Carolina at Chapel Hill in 2007 with a B.A. in Political Science. He earned his Master of Business Administration with a concentration in Finance from Wake Forest University in 2012.
Jim and his wife, Cameron, live in Greensboro with their two children and dog. In his spare time, Jim enjoys playing golf and watching Tar Heel football—most of the time.