Matthew James
Associate Advisor at Valley Peak Financial
- Role
- Associate Financial Advisor at Valley Peak Financial, Llc
- Location
- Durham, NC, US
- LinkedIn followers
- 500 followers
About Matthew James
Brighton Jones is a wealth management company that offers holistic financial planning services to help clients align their wealth, passions, and purpose to live a richer life. As an Associate Advisor, I combine my interest in personal finance with a service-oriented mindset to aid in the construction and continuation of that alignment. By providing exceptional care and communication to those I serve, I help give clients peace of mind through all stages of life.
Experience
Associate Financial Advisor
Jan 2025 — Present · Durham, NC, US
Education
Gettysburg College
Bachelor of Arts - BA
2017 — 2022
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