James Francis

Client Service Associate

James Francis is a Client Service Associate on the SC&H Wealth team. He specializes in supporting the financial advisors and tax team to ensure that their clients have the best possible experience with our services.

Enthusiastic about helping clients set and achieve their goals, James enjoys working on a team that also shares that passion. Helping clients execute on their financial plans through delivering the highest level of service makes James’ work very fulfilling to him.

A graduate of the University of South Carolina’s Darla Moore School of Business, James earned his B.S. in Finance and Risk Management, with a minor in Applied Computing, and a concentration in Business Data Analytics. James is a registered Investment Advisor Representative and has obtained his Series 65 license.

James volunteers with the St. Baldricks Foundation, as he is passionate about bringing joy and help to children impacted by cancer. Additionally, James has organized and assisted with countless events with the Ulman Foundation to support young adults and their family’s facing cancer. In his philanthropic efforts, James aspires to help as many people as possible while making his impact count.

Outside of work, James enjoys being outdoors, hiking, working out, and golfing. You can also catch James with a good book in his hand or cheering on his favorite teams, the Ravens and the South Carolina Gamecocks.

Areas of Expertise


"Individual commitment to a group effort—that is what makes a team work."

Pritpal Kalsi


“Discipline is the pathway to freedom.” – Jocko Willink

James Francis

Client Service Associate

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