James Santos

James Santos brings a strong foundation in the financial industry, beginning with his internship experience and a clear passion for helping others plan for their future. A graduate of Louisiana State University with a bachelor’s degree, James is focused on working with middle- and high-net-worth individuals who are looking to grow and protect their wealth. He is driven by a commitment to continuous learning and delivering value, while building meaningful relationships along the way. Known for his hardworking and driven nature, James approaches every opportunity with focus, discipline, and a desire to make a lasting impact.

Supported by a passionate and skilled family, James values positivity, strong relationships, and making a difference in people’s lives. He is actively involved in giving back through causes like Emily’s Meals, reflecting his commitment to serving others beyond his professional work. Outside of the office, James enjoys hunting, fishing, cooking, and spending time perfecting his brisket and ribs on the smoker. Guided by his personal motto, “We must act today in order to preserve tomorrow,” he brings a committed, driven, and purpose-filled mindset to everything he does.