James Gillespie, CRPC

James Gillespie is a Senior Financial Advisor with more than 30 years of experience helping accomplished individuals and families make well-informed financial decisions. Based in Raleigh, North Carolina, he provides comprehensive guidance tailored to each client’s long-term objectives, risk profile, and stage of life.

James delivers thoughtful, strategic advice across lending and banking solutions through Wells Fargo affiliates, wealth-building strategies, income and asset preservation, and tax-efficient planning. His recommendations are informed by disciplined analysis, including stress testing strategies across varying economic and market conditions, with a focus on risk management and long-term sustainability.

By maintaining a selective client base, James helps ensure a high level of accessibility, personalized service, and responsiveness. His practice is grounded in trust, transparency, and enduring relationships, helping clients navigate complexity with confidence and clarity.

James lives in Apex, North Carolina with his wife of 29 years, Allison. They are enjoying watching their two children begin their early adult lives. James is a graduate of Clemson University and enjoys sporting clays, hunting, and cooking outdoors every chance he gets.