James S. Chalmers CFP®
Direct (314) 244-3442 | firstname.lastname@example.org
As an Advisor on the Sadler Georgen Harmon Team, James Chalmers strives to deliver ‘Raving Fan’ service to every individual client. Acting as his clients’ Chief Financial Officer, he works to formulate appropriate financial strategies that are based on clients’ unique needs and goals.
James earned his B.S. in Business Administration with a concentration in Finance from the John Cook School of Business at Saint Louis University. Prior to joining Moneta, he worked as a Business Initiatives Manager at Wells Fargo Advisors. In this role, he helped create best practices for financial planning applications, provided project support for many of the firm’s strategic initiatives, and lead the firm’s mobile platform projects aimed at enhancing the client experience.
James also worked as a Sales Advisory Consultant, which involved management, training, and leadership coaching to financial advisors across the country, as well as marketing oversight surrounding the financial planning process.
In 2015, James brought his experience and technical expertise in the financial planning process, specifically with financial planning technologies, to the Sadler Georgen Harmon Team. He enjoys the opportunity to lend his skills to the best interests of his clients through examining client’s current situations, setting financial goals, and measuring progress towards those goals.
Outside of Moneta, James is an active member of the community and is involved in multiple charitable organizations in St. Louis. He enjoys soccer, skiing, hockey, swimming, and spending time with his family and friends.
- CERTIFIED FINANCIAL PLANNER™
- Series 7 (General Securities Representative) licensed
- Operation Starfish Charitable Foundation
- Young Variety - Children’s Charity of St. Louis
- United Way of Greater St. Louis, Young Leadership Society
- Soccer Coach and Mentor