Broker Check
James Roman

James Roman

Practice Manager

James is a dedicated administrative team member of Team RetireWell. He supports client relations, portfolio administration and office management. He is passionate about helping clients achieve their financial goals and has a unique drive that propels him to complete tasks efficiently and ahead of schedule. 

James currently attends NCSU as an undergraduate and is seeking a degree in Business Management with a concentration in Finance. He has two years of experience in finance, and achieved his SIE, Series 7 and Series 66 in 2019. James brings a strong entrepreneurial mindset and business acumen to the team. He built a full-service landscaping company from the ground up, serving 30+ clients in his youth, and now is contributing member of a student-led organization, Consult Your Community, which offers pro-bono consulting services to local small businesses.   

James is originally from Greensboro NC and competed on the Varsity swim and golf teams at his high school. He was also a member of Boy Scouts of America and achieved Eagle Scout rank. He is very passionate about the outdoors, and his favorite hobbies include fishing, camping, hiking, sailing, boating and golf. He enjoys visiting the beaches of South Carolina and North Carolina mountains.

James is dedicated to serving Team RetireWell’s wealth management practice, and works tirelessly with the team to find the right solutions for each client.