James Grady is a Wealth Preservation Specialist managing his own personal finance practice since 1987. In 2003, he affiliated with Lincoln Financial Advisors, one of the premier financial firm’s in the nation, with the intention of expanding his resources and team approach to deliver wealth advice services to his growing clientele.
While still maintaining his own personal practice, James became Lincoln Financial Advisors Managing Principle for the St. Petersburg, FL office in 2005. As Managing Principle, James was responsible for the operations, education/training, and professional development of our associates. In 2008, James returned to managing his own personal practice full-time.
James earned a Certificate in Financial Planning from the University of South Florida, Division of Lifelong Learning, and has achieved the designations of Registered Financial Consultant and Chartered Retirement Planning Counselor.
James has lectured on the subject of personal finances and has led numerous seminars on financial planning. James has worked with many charities in the Tampa Bay area including Paint Your Heart Out Tampa, The Relay for Life, and The Special Olympics. James is also a member of the Tampa Bay Financial Planning Association, The Suncoast Estate Planning Council and is a member of Our Savior Lutheran Church.
Practice areas include Retirement Planning, Investment Planning, Charitable Planning, Education Funding, and Estate Planning, Business Succession.
Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything from complex investment products to elaborate tax laws is required.
As the scope of financial services grows, so does the need for professionals to provide these services. That’s why we approach your financial planning needs with a team of experienced professionals. It’s the key to our success, and yours.
Professionals in a variety of financial planning disciplines combine their knowledge and experience, using sophisticated support systems, to determine the appropriate financial strategy for your individual needs.
We are dedicated to helping you:
Identify your goals
Develop a financial plan based on sound advice and knowledge
Implement your plan with updates on a regular basis
Throughout this process, we never lose sight of one essential element - personal service. At Lincoln Financial Advisors, you’ll find the best of both worlds: the resources of a large company and the personal attention you need to establish a customized financial plan to help you toward your financial goals.