James Byers

Financial Services Certified Professional

James Byers attended North Carolina A&T where he earned a BS in Accounting. Upon graduating, he started his career in financial services as a branch manager with Wachovia Bank (now Wells Fargo). However, Byers passion for helping people make well informed financial decisions lead him to pursue the financial specialist role in 2005.

Today Byers helps small businesses and families traverse the financially tumultuous road towards retirement. Byers has had the opportunity to learn from some of the sharpest minds in the financial services industry and takes the lifetime student approach to learning. His ability to connect with clients and their goals paired with his knack for making complex information digestible to any client is what people who work with him appreciate most about him.

Professional Designations

Financial Services Certified Professional

The FSCP® program covers the critical skills and knowledge to successfully launch your career as a financial services professional or to grow your practice by marketing new products and services. You will learn crucial prospecting and marketing techniques, fundamentals of a wide range of products, how to meet client needs, and how to build a successful business. Taught by industry experts, and reflective of current trends and market realities like social media and regulatory constraints, the practical and relevant skills advisors learn can be applied right away.

Education

Bachelor of Science – Accounting, North Carolina A&T University, 2003