Broker Check
James "Jim" Bross

James "Jim" Bross

Partner- Forest City

Jim joined Covenant Advisory Group in 2020 and currently serves clients in Upstate South Carolina and Western North Carolina, with a focus on health professionals, educators and those who work in service to others. Jim provides wholistic planning for retirement, wealth management and financial legacy protection.

 

Jim's professional purpose is to be a trusted resource and coach to “Serve those who invest their lives helping others, by helping them focus on and achieve their financial goals.”

 

Prior to joining Covenant, Jim served for 34 years in senior leadership and consulting with hospitals and health systems in Florida, Georgia and the Carolinas, during which time he developed a passion for providing strategies for employers and their employee benefit plan needs.

 

Some of Jim's personal and professional achievements include:

  • A Master of Business Administration (MBA) from the Citadel, Charleston, South Carolina
  • A B.A. Degree from Southern Wesleyan University, Central, South Carolina
  • Featured speaker at national and regional leadership conferences sponsored by Thomson Reuters (Truven Health), HFMA, and ACHI.
  • Served his communities through local and regional civic organizations and boards including the Rotary Club, the Western North Carolina Health Network, Crescent Health Solutions, the Macon County (NC) Economic Development Commission, Gilliam's Hope, the Polk County Community Chorus, and the Southern Wesleyan University Board of Trustees.

Jim and his wife Angie have one daughter, Anna and one grandson Beau. Jim enjoys spending time with his family, high school and college sports, music, snow skiing, running, and other personal health and wellness activities.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Covenant Advisory Group is not owned or operated by Equitable Advisors, LLC or its affiliates.