James is a proud Clarksville native who believes family is life’s greatest blessing. He and his wife, Amber, are the proud parents of three daughters—Karlee, Katelyn, and Julia—who bring him more joy than anything else. Amber teaches at Chapel Hill Christian Academy, and their family enjoys staying connected to their community. James attends Real Life Sango Church and loves spending his free time golfing, cheering on Pittsburgh sports teams, and reconnecting with his Clarksville roots.
James graduated from Clarksville High School and Middle Tennessee State University. After spending ten years in Pittsburgh, he and his family were excited to move back home in 2023.
James began his career in financial services in 2011 with UBS in Nashville, where he built a strong foundation in retirement planning by working closely with financial advisors to find the right solutions for their clients. In 2013, he was promoted to a Wealth Management team in Pittsburgh, where he met directly with clients, created their financial plans, and helped put those plans into action. When his team moved to RBC Wealth Management in 2017, James continued to grow in his role and deepen his passion for helping clients plan for their future.
In April of 2024, James joined Ellis & Company, drawn by the firm’s purpose and culture. With 14 years of experience in financial services, he is excited to walk alongside clients on their unique financial journey and help them feel confident and secure about what lies ahead.
James holds the Series 66 license.
SEC Investment Adviser Public Disclosure (IAPD) | James Alfonso