James Clark - CFA, CFP®
- Senior Vice President
- Wealth Strategies Manager
About
A native of Jackson, James has more than 25 years of investment management experience working with individuals, retirement plans, and foundations. He earned a degree in economics from the University of Mississippi and a Master of Business Administration degree from Millsaps College. James is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. He is also a member of the CFA Institute and the CFA Society of Mississippi.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® and CERTIFIED FINANCIAL PLANNER™ marks in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.