Specialties
About Me
I joined into the financial services industry in 2020 when I started working for New York Life Insurance Company.
Since, I have started my own agency, Country & Lake Life Financial Strategies, LLC. I work with a variety of clients including families, retirees, small business owners, and executives. My approach is based on the use of holistic planning and goal based risk management. Working with clients to understand their current situation in order to help create, set and prioritize strategic goals towards their vision. My favorite part of this business is getting to build relationships with clients and getting to hear their stories that built them. Since entering into the financial services industry, I have went on to complete multiple designations to better learn the industry. Those being the Financial Services Certified Professional (FSCP®), Chartered Financial Consultant (ChFC®), and the Wealth Management Certified Professional (WMCP®). I also hold a bachelor’s degree from Radford University in Business Administration. Outside of the office, I enjoy serving the community as a current board member for the Rotary Club of Smith Mountain Lake and a member of the Smith Mountain Lake Chamber of Commerce. I Also enjoy lake days boating, golfing, traveling and spending time with my wife, Sierra, and our 3 dogs Misty, Maple and Maya.
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Interests & Hobbies
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Credentials
ChFC, FSCP, WMCP
Chartered Designations
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Disclosures
James Bryce Martin ChFC® FSCP® WMCP® is a Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, and a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. James Bryce Martin ChFC® FSCP® WMCP® is also an agent licensed to sell insurance through New York Life Insurance Company and may be licensed to sell insurance through various other independent unaffiliated insurance companies. Country & Lake Life Financial Strategies LLC is not owned and operated by NYLIFE Securities LLC, Eagle Strategies LLC and its affiliates. Eagle Strategies LLC (Eagle) is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Eagle investment adviser representatives (IARs) act solely in their capacity as insurance agents of New York Life, its affiliates, or other unaffiliated insurance carriers when recommending insurance products and as registered representatives when recommending securities through NYLIFE Securities LLC (member FINRA/SIPC), an affiliated registered broker-dealer and licensed insurance agency. Investment products are not guaranteed and may lose value. No tax or legal advice is provided by Eagle, its IARs its affiliates. Eagle and NYLIFE Securities are New York Life Companies.