3 days ago
Twenty-Five Advisors Named to FT 401 List
The Financial Times highlighted 25 CAPTRUST advisors on the publication’s...
- With CAPTRUST Since 1997
- 919.870.6822
-
4208 Six Forks Rd.
Suite 1700
Raleigh, NC 27609
James R. Talton, III
Principal,
Financial Advisor
- Born in Greenville, NC and grew up in Greenville, SC
- The Bible, The Travelers Gift | Pride and Prejudice and Braveheart
- Jesus Christ, Jack Nicklaus, and George Bush
- The truth will set you free, Honesty is the best policy and why not the Rams?
- Sense of humor, honesty, integrity, and sincerity
Financial Advisors
Jimmy is a retirement plan advisor based out of Raleigh, NC.
Jimmy joined CAPTRUST in 1997 as principal, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners. Prior to joining the firm, Jimmy worked at Interstate Johnson Lane’s investment consulting group and has worked in the industry since 1989.
Education
- Bachelor of Science degree in business administration from Clemson University
- Master of Business Administration from the University of Florida
Industry Designations
- NAPA Top DC Advisor Teams | 2019 (CAPTRUST Raleigh)
Memberships
- Board of Directors, Communities in Schools of Wake County
News & Resources
Announcements
Resources
3 weeks ago
October Surprise
After a five-month rally, U.S. stocks have entered a new...
Resources
6 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Fiduciary Update
12 months ago
Fiduciary Update | November 2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle covers topics...
Endowments & Foundations
2 years ago
Can Good Governance Impact Fundraising?
Nonprofit institutions thrive on people donating their money without expecting...
