Advisory Services Since 1933

CONNECT

Address:

949 South Shady Grove Rd, Ste 300
Memphis, TN 38120

Phone:

901.767.5951

James Graham, CFP®

James Graham, CFP®

Managing Associate, Investment Advisor Representative

Domicile State: AL

Pittman Financial Partners

1101 22nd Street South

Birmingham, Alabama 35205

Phone: 205.439.8915

jgraham5@strategicfinancialpartners.com


Business Philosophy

I help families and businesses save for retirement in the most efficient way while also helping to protect their biggest assets.  The team of financial planners, investment specialists, and insurance professionals behind me allows me to help provide each of my clients with the best comprehensive plan possible. I'm on a mission to help people achieve financial independence.

 

Professional Qualifications

- Bachelor’s degree in Finance and Accounting,  Samford University (2014)

- Earned CERTIFIED FINANCIAL PLANNER™ professional designation

- Passed FINRA Series 6, 63, and 65 Exams

- 2017 Leaders Conference Qualifier, Massachusetts Mutual Life Insurance Company

- Named one of NAIFA’s Top Advisors Under 40 in 2016 & 2017

 

About Me

I was born and raised in Birmingham, Alabama.  I attended Samford University, where I double majored in Finance and Accounting and ran cross country and track.  I also met my wife (Brooke) while at Samford.  Still an avid long-distance runner, I regularly run marathons and I’ve run the Boston Marathon twice.  I also enjoy spending time on the water, sailing and water skiing.

 

Click here to download a copy of my bio.

 


Pittman Financial Partners is a separate entity from Strategic Financial Partners and is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.                                                                                                                                                   

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck