e: james.lamar@raymondjames.com
James LaMar is a Certified Financial Planner™ professional who works with individuals and families to help them make informed financial decisions and pursue the life they envision. He takes a comprehensive approach to financial planning and understands that every client has different circumstances, priorities, and goals. James believes good financial planning starts with understanding what is most important to each client and creating a plan that provides clarity and confidence for the future.
James joined Carver Financial Services (CFS) in February 2022. Before joining Carver, he worked at PNC Investments in its Downtown Cleveland office, where he assisted clients and Financial Advisors with operational and service-related needs. His background in financial planning, data analytics, and technology allows him to bring a well-rounded perspective to his work with clients.
Since joining CFS, James has also been involved in advancing technology and innovation within the practice. He has led major client relationship management (CRM) initiatives, helped implement Salesforce Financial Services Cloud, and explored ways artificial intelligence and other emerging technologies can be used in wealth management. James enjoys finding ways technology can improve the client experience and help advisors spend more time focused on their clients.
Building long-term relationships is an important part of James’s approach to financial planning. He believes effective advice starts with listening, understanding the full picture, and getting to know each client over time. Whether helping clients prepare for retirement, manage and preserve their wealth, make important financial decisions, or plan for the next generation, James works to provide advice that is thoughtful, practical, and tailored to their individual needs.
James earned his Bachelor of Science in Business Administration from John Carroll University, majoring in Business Management. He later returned to John Carroll to earn his Master of Business Administration (MBA) with a focus in Data Analytics. He holds his Series 7 and Series 63 securities licenses, his Ohio Life and Health license, and the CFP® designation.
Originally from Rochester, NY, James has lived in the Cleveland area since 2013. He resides in Seven Hills with his wife, Lauren, and their Goldendoodle, Marley. Outside of work, James enjoys traveling with Lauren, working on home renovation projects, and spending time outdoors with family and friends. He especially enjoys biking and skiing, as well as exploring new places. James also enjoys giving back to the community through volunteer activities and opportunities to make a positive impact.
James is excited to be part of the Carver team and looks forward to getting to know current and future clients and helping them plan for the future with confidence.
