James Palmer, CFP®

Wealth Advisor
James Palmer, CFP®
This email address is being protected from spambots. You need JavaScript enabled to view it.
602-279-2020

James Palmer is part of the Advisory Team at TMD and helps high net-worth individuals and families with their retirement, cash flow, education, and financial planning needs. He is passionate about building long-term relationships and assisting clients reach their financial goals.

James was born and raised in Texas. He is married and has two sons. He graduated from Texas Tech University with a degree in Personal Financial Planning. At Texas Tech, James also served as a Financial Coach for students on campus. Before joining TMD, he provided tax, estate, and planning services to high-net-worth families in Charleston, SC. James is also a Certified Financial Planner™ Professional. James is actively engaged in the financial planning community and has previously served as a board member of the (FPA) Financial Planning Association of South Carolina.

Primary Duties at TMD Wealth Management

  • Facilitates tax, retirement, estate, and other financial planning strategies for our clients
  • Monitors our clients’ progress towards their specific financial goals
  • Coordinates with our clients’ other advisors on wealth planning strategies