James W. Heard, CFP®

President & CEO
Windham Brannon Financial Group, LLC

Jim has over 30 years of experience in the financial services industry and serves as president of Windham Brannon Financial Group (WBFG), a wealth management firm that is a member of the Windham Brannon family of companies. WBFG works closely with its clients in making wise decisions about their wealth.

Specialization Includes:

  • Senior Executive Planning
  • Ultra-High Net Worth

Career Highlights

Prior to becoming President of Windham Brannon Financial Group in 1999, Jim owned and managed Monarch Capital, a Registered Investment Adviser.

Education and Affiliations

Jim is a graduate of Davidson College, and in addition to his Certified Financial Planner (CFP®) designation, he also has CLU and ChFC designations. He is a member of the fee-only National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

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