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James Mosrie
Financial Advisor
James is a Financial Advisor in Raleigh, North Carolina. With more than 20 years of experience in financial services, James works with clients to help develop custom wealth plans and implement solutions based on a thorough understanding of their personal values, asset growth, wealth transfer goals, and vision for their legacy. James earned his bachelors degree in Accounting from Florida State University and his master?s degree in Accounting from Wake Forest University. While not currently practicing, he holds the Certified Public Accountant (CPA) designation. James is a member of the AICPA, Wake County Estate Planning Council and a board member with the Durham-Orange County Estate Planning Council.
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