Jim Tally

Jim Tally is a seasoned finance professional with extensive experience in wealth management and financial advisory services. Currently serving as Partner and Director of SignatureHealth at SignatureFD since July 2012, Jim focuses on helping clients navigate the concept of Net Worthwhile, which encompasses both wealth and personal worth. Prior to this role, Jim held positions such as Senior Vice President and Private Client Advisor at U.S. Trust, where a team was led to provide comprehensive wealth management solutions to high net worth individuals, and Vice President and Senior Financial Advisor at Merrill Lynch, emphasizing financial planning and investment management. Jim's career began at SunTrust Bank, holding various roles leading to Private Client Advisor, and educational background includes a Bachelor of Arts in English from The University of Georgia, along with training from Cannon Financial Institute and Southern Trust School.