Jim began his career in the financial services industry in 1994 with First Union’s Capital Management Group in the Trust Department, where he gained early experience working with trust structures and long-term wealth management strategies. In 1998, he joined Merrill Lynch to establish the firm’s first Trust Department in the state of South Carolina. In 2001, Jim transitioned to Wachovia Securities—now Wells Fargo Advisors—working alongside the Trust Company before ultimately launching his own advisory practice.

Today, Jim serves as a Private Wealth Financial Advisor with Wells Fargo Advisors, providing personalized wealth management guidance to individuals, families, and institutions. Drawing on decades of experience in both trust services and investment management, he works closely with clients to develop coordinated strategies designed to support long-term financial priorities.

Jim’s practice focuses on helping clients navigate key financial decisions with thoughtful planning and disciplined investment guidance. He works with individuals and families on retirement income planning, wealth transfer strategies, and estate planning considerations, helping ensure their resources are aligned with both current needs and long-term goals.

Jim has been recognized for his commitment to clients and the growth of his practice as a member of the Wells Fargo Advisors Platinum Council* every year from 2011 through 2026. In 2024 his team was named to the Forbes Best-In-State Wealth Management Teams list**.

A lifelong resident of Columbia, South Carolina, Jim earned his Bachelor of Arts from the University of South Carolina in 1989 and graduated from Cannon Trust School in 1995. He and his wife of 28 years, Rebecca, met while attending the University of South Carolina and have two children, O’Neal and Rence.

Jim is deeply committed to serving his community and has been actively involved in numerous local and regional organizations. His leadership roles include Past Chairman and current Board Member of the Prisma Health Midlands Board, Past President and current member of the Trinity Episcopal Foundation in Columbia, and current Vestry member of Trinity Episcopal Cathedral. He is also a graduate of Leadership South Carolina and Leadership Columbia.

In addition, Jim has served as Past President of the Board of Directors for Ronald McDonald House Charities of Columbia, a former board member of the Kanuga Conferences Endowment Board in Hendersonville, North Carolina, and a past board member of the University of South Carolina Young Alumni Board.

Jim and his family remain active members of Trinity Episcopal Cathedral in Columbia. Outside the office, he enjoys spending time with his family and being outdoors—whether hunting, fishing, boating, or playing an occasional round of golf.

With 38 years of experience in the financial services industry, I have also managed our offices in Charleston, Daniel Island and Mt Pleasant. Throughout my career, I have focused on helping clients create an investment plan and help manage risk while planning for the future. I work closely with each client to determine their individual investment objectives and appropriate risk tolerance , helping to ensure their investment strategy is aligned is aligned with their long-term financial goals.

My wife Barbara and I have been married for 46 years and have two children and 5 grandchildren with one on the way.

Background and experience
Danielle helps ensure that clients’ operational and administrative needs are handled quickly and accurately. She is responsible for the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.

Danielle began her career with Seachem Laboratories in 2007. Prior to joining the financial services industry in 2020, she earned her B.S.A. from the University of Georgia and her M.A.T. from LaGrange College. Danielle holds her FINRA Series 7 and 66 registrations.

Away from the office
Born in Illinois, Danielle grew up in Georgia and now resides with her husband, Lea, in Columbia, SC. Danielle enjoys going to the beach, working out, cooking, & reading. As an avid sports fan, she likes watching golf, baseball, and especially Georgia Bulldogs football. Danielle is an active member at St. Joseph Catholic Church. She believes in giving of her time and talents and is a supporter of St. Jude Children’s Research Hospital.

Lance Adicks is a Senior Registered Client Associate, supporting clients and advisors with a focus on accuracy, responsiveness, and exceptional service. A native of Orangeburg, South Carolina, Lance graduated from the University of South Carolina with a B.S. in Statistics, bringing strong analytical skills and attention to detail to every client interaction.

He began his career in the financial industry in 2016 at Edward Jones, where he developed a solid foundation in client service and operational support. Today, Lance continues to leverage that experience to ensure seamless account management while contributing to a dependable and collaborative team environment.

Outside of work, Lance enjoys playing golf, cheering on the University of South Carolina Gamecocks in all sports, walking Columbia’s scenic Riverwalks, and exploring new restaurants throughout the area.