Jim Branch

James Branch, CFP™, ChFC

As Director of Financial Services for Gray Equity Management, LLC*, Jim Branch works with high net worth individuals and businesses on matters of financial planning, estate planning, asset management, employee benefits and executive Compensation.

A Certified Financial Planner and Chartered Financial Consultant, Jim has served as an instructor in Retirement Planning at Worcester State College and been a frequent speaker on financial planning topics.

Jim began his career in financial services in 1980. He is a cum laude graduate of Indiana University.

Email Jim at jbranch@gggcpas.com