James Clark, III

Associate Advisor

The best thing about James’s job, in his opinion, is working with exceptional people and aiding clients in achieving their financial goals and dreams.

James loves the outdoors, so in his spare time you can find him active and outside to some degree. Playing golf is a big passion of his, so most likely you will see him hitting the white ball around a field on the weekends.

James currently resides in the Sandy Spring area with his wife, Lindley.


  • BS Business Administration & Finance – Georgia Institute of Technology

Prior Professional Experience

  • Professional Golfer

Licenses and Registrations

  • Series 65