James Grady

Financial Planner

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 one of the best wealth advice services available in the market 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 designation 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.

 

 

   

 

Phone (727) 369-1515