13801 Reese Boulevard, Suite 155 Huntersville , NC 28078

704.659.7810

James “Jim” Bailey is a financial advisor based in Huntersville, North Carolina. A CERTIFIED FINANCIAL PLANNER® professional, Jim is knowledgeable in numerous areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, corporate retirement planning, business succession planning, and advanced investment strategies.

With more than 25 years of investment experience in his role, Jim began his career in 1996 at Interstate/Johnson Lane, then joined Portfolio Capital Management in 1999. During his time there, Jim held several leadership and advisor roles, including partner, wealth advisor, portfolio manager, and chief compliance officer. In 2016, Portfolio Capital Management merged with Willingdon Wealth Management, where Jim continued serving clients as a senior wealth advisor and portfolio manager. In 2020, he joined Exencial Wealth Advisors following its merger with Willingdon Wealth Management and worked as a senior wealth advisor. He joined Savant in 2026 when Exencial became part of the firm.

Jim is a veteran of the United States Navy. He earned a bachelor’s degree in business administration from Youngstown State University in Ohio. Active in their community, Jim and his wife, Kristy, are involved through their church. They have four children and six grandchildren.

Education &
Designations

Youngstown State University
Bachelor of Science in Business Administration
CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

U.S. Navy – veteran

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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