James Barfield graduated from Clemson University in South Carolina with a Bachelor of Arts in 1984 and has made a career in the financial services and insurance planning industry since then. He is licensed in all lines of insurance and has obtained his FINRA Series 7, 24, and 66 licenses.
James is a partner of Atlas Advisory Group, LLC. Atlas Advisory Group is a Member Firm of M Financial Group, one of the nation’s premier financial services design and distribution companies serving the affluent and corporate markets.
He is one of a very few qualifying members of the prestigious Million Dollar Round Table (MDRT), as well as earning many company awards including Presidents Conference, the Conference of Champions, and Drummers Society. James has also achieved the prestigious National Quality Award and the Multi Line Sales Award—both industry awards.
James’ expertise is in risk management, retirement planning, and estate planning. With more than 25 years of experience, James is dedicated to helping his clients achieve their long-term financial goals.
James is the past President, and is currently serving on the board, of the local chapter of the National Association of Insurance and Financial Advisors (NAIFA).
James takes pleasure in working with local charities to help them meet the needs of the less fortunate in his community. He is also very active in his local church and a longtime member of The Gideons International.