James Richardson

James Richardson is a Senior Financial Advisor at Zacks Wealth Partners with a focus on comprehensive financial planning and long-term investment strategy. He works closely with individuals and families to develop customized investment solutions aligned with their unique financial goals and risk profiles.

James brings a disciplined, research-driven approach to portfolio construction and is committed to building lasting client relationships founded on transparency and trust. His experience spans retirement planning, tax-aware portfolio management, and multi-generational wealth transfer strategies.