“Working with professionals that are committed to getting ahead of our tax and financial issues and minimizing exposures is very important to our owners. After working with several CPA firms, including nationals, we finally found the right fit with Windham Brannon.”

CFO at Pharmaceutical Healthcare Organization

James W. Heard, CFP®

President, Windham Brannon Financial Group

jheard@wbfinancial.com | 678-510-2770

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, LLC 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).