James Graham

Vice President of Sales

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.

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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.

  • 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

Contact Me

Strategic Financial Partners

3500 Colonnade Parkway, Suite 140

Birmingham, AL 35243

Phone: 205.439.8915