James Barnett

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Focus

My approach is rooted in understanding my clients’ unique financial situations, goals, and aspirations. I work closely with each client to develop customized financial strategies tailored to their financial needs, whether it’s retirement planning, business retirement plans, wealth management, or retirement income solutions.

Background

I am a seasoned financial advisor with a wealth of experience in guiding clients toward their financial objectives. With a background in finance and investment management, I have honed my skills in helping individuals, families, and businesses navigate the complexities of investment planning.

Education

• University of North Alabama – Bachelor of Science in Communication

Previous Career Experience

• Wells Fargo Advisors

Away from the Office

I like to stay involved in the community. I have served on non-profit boards, and am a long-time member, and former President, of the Florence Exchange Club.