James Graham joined MarshBerry in 2015 and is a member of MarshBerry’s Financial Advisory team in its Dana Point, California office. James’ expertise includes merger and acquisition advisory, capital raising, business valuation, perpetuation & succession planning, and strategic planning.
James provides his clients with customized financial & capital strategies to help them accomplish their goals. James is also a facilitator for MarshBerry’s Connect Network and actively publishes articles relevant to the insurance distribution marketplace.
Prior to joining MarshBerry, James was a Senior Consultant with Deloitte Consulting LLP.
James currently maintains the FINRA Securities Industry Essentials (SIE®) Exam in addition to the Series 62, 79 and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA- registered broker-dealer of Marsh, Berry & Co., LLC.
James earned a Bachelor of Science in Finance from Azusa Pacific University and a Master’s in Business Administration (MBA) from George Mason University. He is also a Certified Valuation Analyst (CVA).