James Percifield

With over three decades of experience in the financial services industry, Jim Percifield is dedicated to helping individuals and businesses assess, prioritize, and achieve their financial goals. Since 1991, he has worked with clients to build solid wealth plans that evolve from the earliest stages of wealth accumulation through retirement and estate planning strategies. Jim leads a team managing over $825 million in assets, specializing in comprehensive wealth management for individuals while also overseeing numerous small to mid-sized corporate 401(k) plans. He and his team take a client-focused approach, leveraging Wells Fargo Advisors? vast resources to develop customized financial strategies that address both short and long-term objectives. Bringing a wealth of experience from Deloitte, Merrill Lynch, and UBS Financial, Jim joined Wells Fargo Advisors in 2014. He holds FINRA Series 7, 63, 65, and 8 securities registrations, along with life, health, long-term care, variable life, and variable annuity insurance licenses. A proud graduate of Indiana University, Jim earned a B.S. in Business with a concentration in Accounting in 1989. He also earned his Certified Public Accountant (CPA) designation upon graduation and worked as a CPA before transitioning into financial services. While he no longer provides tax advice or practices as a CPA, Jim believes that his background in tax and accounting enhances his team?s ability to excel in investment and wealth management strategies. Outside of his professional life, Jim enjoys spending time with his family and actively attending his grandchildren?s activities. He is also passionate about traveling for both business and pleasure, embracing opportunities to meet with clients and explore new destinations.