Jim Dugan

As a Wealth Manager, Jim works in conjunction with the Nashville advisory team to deliver personalized financial advice and investment strategies tailored to each client’s unique goals, with a particular focus on investments and asset allocation. Jim works closely with investment managers to identify and evaluate opportunities that align with each client’s unique objectives and constraints. This includes sourcing and integrating alternative investments, as well as implementing tax-efficient strategies designed to enhance after-tax returns and reduce concentration risk in client portfolios.

Jim started his career at Bank of America within Global Transaction Services in the Corporate and Commercial Bank, where he gained foundational experience supporting corporate clients with treasury and banking solutions. More recently, Jim spent four years with AllianceBernstein, where he worked with financial advisors and research analysts to deliver investment solutions from the firm’s asset management platform.

Jim earned a degree in business administration from Washington and Lee University, where he was a member of the varsity football team and the Phi Delta Theta fraternity. He has also pursued advanced professional credentials, including passing the Level I and Level II CFA exams.

Outside the office, Jim enjoys spending time with friends and family, playing tennis, surfing and traveling.