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
Finance & AccountingView LinkedIn profile

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

  1. Associate Financial Advisor

    Valley Peak Financial, Llc

    Jan 2025 — Present · Durham, NC, US

Education

  • Gettysburg College

    Bachelor of Arts - BA

    2017 — 2022

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Matthew James — Associate Financial Advisor at Valley Peak Financial, Llc in Durham, NC, US | Unifers