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James Garner

James Garner

Vice President - Investments at Benjamin Edwards Inc.

Atlanta, GA , United States

About

James W. Garner is Vice President – Investments at Benjamin F. Edwards & Co., based in Atlanta, GA. With over three decades of experience in financial services, he focuses on delivering customized investment and retirement income solutions to high net worth individuals, retirees, and business entrepreneurs. In his role, Garner specializes in asset allocation, portfolio construction, estate planning strategies, wealth preservation, and guiding clients through complex financial landscapes.

Throughout his career, Garner has held several leadership positions, including Vice President – Investments at Wells Fargo Advisors, where he gained extensive experience in securities and advisory services. His investment expertise includes equities, fixed income, mutual funds, and holistic wealth management, with a strong emphasis on long-term financial planning for diverse client needs.

Garner holds graduate credentials from the Colorado School of Mines, a Bachelor of Science from The University of Georgia, and completed studies at Auburn University and Admiral Farragut Academy in Naval Science and Operations. He is known for his client-centric, education-focused approach and commitment to challenging traditional institutional methods to achieve favorable outcomes for clients.

Career History

OrganizationRoleDate RangeDetails
Benjamin F. Edwards & Co.Vice President - InvestmentsMay 2018 to Present
Securities and Advisory Services offered through Benjamin F. Edwards & Co., member FINRA and SIPC. Investing involves risk including the potential loss of principal. Benjamin F. Edwards & Co. does not...
Wells Fargo AdvisorsVice President - InvestmentsMay 2017 to May 2018
Wells Fargo AdvisorsAssociate Vice President - InvestmentsJun 2008 to May 2017
A.G. Edwards & Sons, Inc.Associate Vice President - InvestmentsNov 1991 to May 2008
I am a design and implementation-minded investment advisor with many years of multi-faceted experience in finance, investments, income optimization, and consulting. More important than my background i...
Boettcher and CompanySenior Investment AdvisorMay 1987 to Nov 1991

Education

Colorado School of Mines

Graduate Studies

1978 1979

The University of Georgia

Bachelor of Science (B.S.)

1974 1975

Auburn University

1971 1973

Admiral Farragut Academy

Diploma, Navy/Marine ROTC, Naval Science and Operations

1970 1971

Skills & Expertise

Entrepreneurship
Public Speaking
Retirement Planning
Creative Direction
Resume Writing
Film Production
Golf
Sailing
Guest Lecturing
Planetary Science
College Football
Seminars
Trusted Advisor
Investing
World Events
Banking
Investments
Finance
Strategic Planning
Customer Service
Optimization
Income
ETFs

Others at Benjamin Edwards Inc. (47)

NameRoleLocation
Adpa Theresa Clemmons
Adpa Theresa Clemmons
Branch Manager, Senior Vice President - InvestmentsChandler, AZ , United States
A
Allen Catalanotto
Senior Vice President-Investments and Branch ManagerMandeville, LA , United States
Anne McCarver
Anne McCarver
Senior Vice President- InvestmentsMiddletown, RI , United States
A
A Paul Olsen
Senior Vice President - Investments, Branch ManagerMadison, WI , United States
Bill Hornbarger
Bill Hornbarger
Chief Investment OfficerSt. Louis, MO , United States
Brent Wilhelm
Brent Wilhelm
Vice President - InvestmentsBelleville, IL , United States
Bridget Weatherly
Bridget Weatherly
Senior Vice President – Investments and Branch ManagerBiloxi, MS , United States
Chris McNew
Chris McNew
Senior Vice President - Investments, Branch ManagerHarrison, AR , United States
Cliff Laine
Cliff Laine
Vice President - InvestmentsPeoria, IL , United States
D
Dave Brumme
Vice President Investments and Financial ConsultantSpringfield, IL , United States
Showing 1-10 of 47 team members

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