James Whitehead, CWS®

James Whitehead is a Private Banker in Augusta, Georgia, dedicated to helping clients achieve their financial goals through personalized advice and relationship-focused service. Since joining Private Banking in 2023, he has built a reputation as a trusted advisor, delivering tailored banking and wealth management solutions to individuals, families, and business owners.

A North Augusta native, James is deeply committed to the Greater Augusta community and serves on several nonprofit and civic boards, including the Piedmont Augusta Hospital Foundation, The Augusta Symphony, North Augusta Forward, Sacred Heart Cultural Center, and Historic Augusta, Inc. His passion for service extends beyond banking, reflecting his belief that strong communities and strong client relationships are built on trust, leadership, and engagement.

Committed to continuous professional growth, James is a graduate of the Georgia Banking School and has earned the Certified Wealth Strategist® designation through Cannon Financial Institute. He graduated Cum Laude from Southern Wesleyan University with a degree in Business and remains focused on advancing his expertise to better serve clients and their evolving financial needs.