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James E. Wilson

James E. Wilson
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James founded South Carolina’s first fee-only financial planning firm in 1982 and is a pioneer in the financial planning field. He has advised hundreds of successful individuals on the entire breadth of planning issues, particularly on the proper understanding of risk and return for individuals nearing or already in retirement.

James is past President of the National Association of Financial Advisors (NAPFA), the primary professional association for fee-only financial advisors. He also served four years on the Board of Governors of the Certified Financial Planner Board of Standards, the credentialing body for the CFP® professional designation.

James was selected as one of the Top 60 Financial Advisors in the United States by Worth magazine in 1994 and again in 1996,1997 and 1998 (Top 200). He was also named by Medical Economics as one of the Top Financial Advisors for Doctors in 1998,2000,2002,2004,2006 and 2008. James received his undergraduate education in economics at U.S.C. and is a Certified Financial Planner™ certificant. Learn more here.