James (Jim) Wallace’s mission is to assist individuals, families and businesses in making well-informed financial decisions in pursuit of their financial goals. Jim takes a holistic, comprehensive and educational approach to working with his clients.
Jim’s credentials include FINRA securities registrations series 7 and 66 along with life and health and long term care licenses. Jim has earned the Executive Certificate in Financial Planning from Duke University. He earned his MBA from East Carolina University and holds a BS degree in Business Administration from Duquesne University.
Jim is a US Navy Veteran of the Nuclear Submarine Force. Originally from Pittsburgh, PA, Jim and his wife Elaine moved to Greenville, NC from Morgantown, WV in 1991 and later moved to Cary in 2002. They have raised two daughters in NC and have two grandchildren.
Jim is Vice Chairman of the Town of Cary Public Art Advisory Board. He enjoys travel, football, exercising, and cooking