Managing Partner, James F. Seramba
"I feel that a critical key to my success as a financial advisor has been my ability to develop lasting relationships with my clients. This ability has allowed me to not only act on behalf of my clients as a trusted advisor in regards to their financial affairs, but as a true confidante and friend who is always focused on my client's well-being and future success whether it involves their money, their family or their career." - Jim Seramba
Educational Background
Bachelor of Science, United States Military Academy
Master of Business Administration, Wake Forest University,
The Babcock Graduate School of Management
Certified Financial Planner (CFP) Practitioner
Certified Investment Management Analyst (CIMA)
Professional Experience
Managing Partner, Grey Oak Wealth Management
Financial Advisor, UBS Financial Services, Inc.
Financial Consultant, Merrill Lynch
Industrial Engineer, Guardian Industries, Inc.
Commissioned Officer, Cavalry, United States Army
If you have any specific questions, please feel free to contact Jim at 336.273.9200 or by email at info@greyoakwm.com.
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