James E. Tally II, CTFA, CFP®

Partner, Wealth Advisor

404-573-4832
404-573-4833
jim.tally@signaturefd.com

My Net Worthwhile® is helping clients find financial peace of mind to take the uncertainty out of their lives.

Jim has devoted his career to helping clients achieve the financial confidence they need to live a great life doing the things most important to them.  By developing a financial design and investment strategy tailored to meet each client’s unique desires, Jim’s goal is to remove financial uncertainty from their future.  He is adept at working with clients of varied backgrounds, from business owners to executives to professionals to athletes to high-net-worth families.  Jim comes from a family of healthcare industry professionals and has seen the financial challenges and opportunities they face.  As a result, he works with numerous healthcare professionals and practitioners and leads our SignatureHEALTH initiative.

Jim graduated from the University of Georgia, where he was a member of the Honors Program. His career spans more than 30 years, working with clients at firms such as SunTrust, Merrill Lynch, and U.S. Trust. He views his position with SignatureFD as an opportunity to marry a large firm’s capabilities with a small one’s flexibility to create an ideal platform to serve his clients.

His commitment to excellence in service, objective professional advice and strict attention to detail have earned him respect and recognition within the financial community. He strives to stay connected to the latest the planning and investment industry has to offer. He has earned the CERTIFIED FINANICIAL PLANNER™ designation, Certified Trust and Financial Advisor designation, and is a member of the Financial Planning Association.  He attended the Southern Trust School and The Canon Financial Trust School.

Jim and his family are big believers in causes related to education, healthcare and children, and he is an active supporter of Children’s Healthcare of Atlanta and The Atlanta Ronald McDonald House Charities.  He is an avid sports fan and has coached youth baseball and basketball in Atlanta for years.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.