James Hallam

Background

About James Hallam

After more than 15 years at Merrill, I continue to be inspired by clients – their positive attitudes and charitable intentions. As a husband, parent and former business owner, I find it easy to put myself in their shoes. My goal is to connect the dots in clients' lives with strategies designed to get them from Point A to Point B, with minimal risk. I'VE BEEN THERE FOR CLIENTS ON THEIR BEST AND WORST DAYS. Having celebrated with clients at weddings and anniversary parties – and sat with them in hospitals and at funerals – I'm reminded that clients see me as a caring "life advisor" as well as a trusted wealth advisor. AT THE NELSON HALLAM GROUP, WE SERVE GENERATIONS OF FAMILIES: • We assist neighbors, former schoolteachers, active and retired business owners (with and without qualified retirement plans), and their employees. • Applying our decades of experience, we don't swing for the fences. Our long-term investment approach has allowed clients to navigate market volatility (especially in 1987, 2008 and 2020). • We measure our success strictly in terms of client outcomes. Our own achievements reflect those of each client. WHAT MAKES ME PROUD? • Clients have not just brought us their challenges – they've also brought us holiday baskets, honey, homemade dishes and thank you cards. It's a special privilege to serve people who appreciate our knowledge, care and consideration. • I feel that my rigorous industry training allows me to provide an extra measure of knowledge and know-how. I hold the Certified Plan Fiduciary Advisor®, CPFA® and Chartered Retirement Planning Counselor™, CRPC™ designations. • My wife, Lisa, and I have lived in Springfield for decades. In addition to "MIZZOU" sports, I find joy in lake life, cooking, hunting and fishing. I am a past board member and still support Ronald McDonald House of the Ozarks and Kings Way United Methodist Church. I also served as president of Springfield Metro Rotary and volunteer with the Ozarks Food Harvest, Crosslines, and Lost and Found.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.