James Smith

Operations Manager

James joined Appomattox Wealth Management in February of 2020 and has proven to be a great addition to our team. James started off in client and financial services and has since been appointed Operations Manager at the firm. 

James lives in Midlothian, VA with his dog Finn. In his spare time, James enjoys taking Finn on walks, cooking and traveling.

James currently holds registrations* / licenses for securities, to include: Series 7 General Securities Representative Registration, Series 66 Uniform Combined State law Examination Registration and has passed the Securities Industry Essentials (SIE) Exam.

*Securities registrations are held through LPL Financial