James W. Peay,  CFP<sup>&reg;</sup> - Financial Advisor

James W. Peay, CFP®

Member

The Welch Group

3940 Montclair Rd, Fifth Floor
Birmingham, AL 35213
(205) 879-5001

General

James Peay is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Welch Group in Birmingham, AL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care

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