Nashville Retirement Planning
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Jim Bertram
CEPA® - Vice President, Wealth Advisor
Jim Bertram is the market director for our Nashville offices. He is a seasoned investment professional with two decades of experience in financial services. He has a proven track record in raising capital for both traditional and private investments, with expertise in crafting custom investment opportunities that help clients achieve financial success. Jim's deep understanding of the wealth management industry allows him to effectively assist high-net-worth individuals, families, and business owners in growing and preserving their wealth. Dedicated to exceptional client service, he creates personalized investment strategies to meet financial goals. Outside of work, Jim is a devoted husband, father of three, and active community member. He enjoys coaching youth sports and mentoring the next generation of leaders.