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