As a Partner and Senior Financial Advisor for Edge Capital Group, Jimmy helps guide the strategic direction of the firm, build enduring relationships, and serves the unique investment and financial planning needs of our clients. Jimmy believes that a willingness to listen is paramount for the success of an advisor and works with our team to find creative solutions for our clients’ specific circumstances.
Born and raised in Hickory, North Carolina, Jimmy graduated from Episcopal High School in Alexandria, VA in 1984. He received both his Bachelor of Science (1988) and a Master of Business Administration (1999) from the Kenan Flagler Business School at the University of North Carolina at Chapel Hill.
Jimmy has served as a Senior Financial Advisor for well over twenty years. Before joining Edge in 2014, Jimmy worked with Lehman Brothers, Credit Suisse, and Morgan Creek Capital Management.
Volunteering is important as well. Jimmy currently serves on the UNC Board of Libraries at UNC Chapel Hill and is an active volunteer for the Chapel of the Cross as well as the Ronald McDonald House, an organization that provides housing and other support services for families of children with serious illness. Outside of the office, Jimmy enjoys deep sea fishing and spending time with his wife, Deanna, and son, JT.