top of page

About

James Brown

Financial
Team Manager

Meet James Brown

With more than 60 years of business, financial, and entrepreneurial experience, James Brown brings a lifetime of real-world knowledge to the individuals and families he serves.
​
After attending Syracuse University, where he studied Business Administration and Accounting, James built a diverse career spanning business ownership, corporate and public-sector experience, real estate, construction, and financial services.
​
Throughout his career, James has successfully owned and operated businesses ranging from retail and entertainment ventures to real estate. His professional experience has also included working with respected private and public organizations such as IBM, the U.S. Small Business Administration (SBA), Carrier Corporation, and the City of Syracuse, New York.

After relocating to the Atlanta area, James continued his entrepreneurial journey as part-owner and operator of a steel installation business while also working as a real estate developer and new-home contractor. These experiences gave him firsthand knowledge of what it takes to earn, manage, invest, build assets, navigate business ownership, and create long-term financial security.
​
Today, James continues to find tremendous satisfaction in helping individuals and families through James Brown Financial Services Team. His approach is grounded in decades of experience and a simple philosophy: people shouldn't just be told what to do with their money—they should be shown how to put their money to work for them.

For James, building a legacy is also personal. He and his wife, Shirley, share a blended family of five children, four grandchildren, and two great-grandchildren—giving even greater meaning to his commitment to helping families think beyond today and prepare for future generations. Outside of his professional life, James enjoys sports, reading, attending plays, and traveling.

After 60+ years of learning, building, investing, and doing business, James is still doing what brings him tremendous joy: helping others build stronger financial futures of their own.

Guidance to give you Peace of Mind

Consultation

Couple

Services built to address all of your needs

We offer services  that guide you through practical and applicable steps to help build, enhance and grow your financial legacy 

Our Services

James Brown Financial Services Team offers services virtually via video conference, telephone and in-person meetings as needed or desired, to discuss one's overall financial picture and financial goals

Family picture

We want to salute you in taking the first step towards improving your relationship with your finances and planning your future for you and your family. The James Brown Financial Services  Team will work together in concert to help create a solid financial plan customized to fit your individual needs.

Gathering of Initial Information

James Brown Financial Services Team will request documents to review your current standing in various areas so that we have a full scope of your financial status

Determination of Need

James Brown Financial Services Team will provide information in various areas to help you create a realistic budget that will guide you in achieving your financial goals

Team Recommendations

James Brown Financial Services Team will provide an applicable plan to achieve your desired goal in your finances 

Client on phone
bottom of page