James F. Beall, Jr., CPA, CFP®, PFS, CVA

Director, Estate Planning and Administration Group

Jimmy provides accounting, tax and estate planning and administration services to clients. His areas of specialty include pre- and post-planning for individuals in passing assets to the next generation.

Education
Bachelor of Science, University of Alabama at Birmingham (UAB)

Certifications
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
AICPA Personal Financial Specialist (PFS)
Certified Valuation Analyst (CVA)

Professional and Community Involvement
American Institute of Certified Public Accountants (AICPA)
Alabama Society of Certified Public Accountants (ASCPA)
Alabama Society of Certified Public Accountants (ASCPA, Birmingham Chapter
Estate Planning Council of Birmingham
Financial Planning Association (FPA)
National Association of Certified Valuation Analysts