Jim Holmes

Jim Holmes joined Three Magnolias Financial Advisors in October 2024. Jim has over thirty years of experience in the financial services industry. His focus is working with foundations, endowments and individuals to help them develop and reach their investment goals.

Planning and implementing portfolio strategies requires good communication skills, research and creative thinking in order to develop a successful plan. Jim enjoys working with each individual client to create a unique portfolio that will meet their long-term objectives.
Jim holds degrees from Brevard College and UNC-Chapel Hill. He is also a graduate of Leadership North Carolina. In addition to his background in financial services, Jim has worked in economic development and real estate development.

Jim has a long history of volunteering in various activities. He has served on the Board of Trustees at Brevard College and the Board of Visitors at UNC-Chapel Hill. Jim has also served on the Board of the United Way, and the Children’s Home, Inc. (now Crossnore).

Jim currently serves on the board of the National Sports Media Association and is active in Centenary United Methodist Church. Jim and his wife Elizabeth have five children and seven grandchildren. In his spare time, Jim enjoys watching football and basketball, playing golf and trips to the mountains of North Carolina.