James M. Shea Jr.
Senior Vice President & Financial Advisor, Senior Portfolio Manager
With nearly three decades of experience advising successful individuals, families, business owners, and entrepreneurs, James Shea serves as Senior Vice President, Senior Portfolio Manager, and Financial Advisor with Seventy2 Capital Wealth Management on the Wells Fargo Advisors Financial Network platform.
James is known for delivering sophisticated wealth management strategies grounded in disciplined portfolio construction, advanced investment planning, and a deeply personal client experience. His practice is built around helping clients simplify financial complexity while making confident decisions across every stage of life.
He works closely with high-net-worth families, executives, retirees, and business owners on a broad range of planning needs, including investment management, retirement income design, tax-efficient strategies, concentrated stock positions, estate and legacy planning coordination, risk management, and intergenerational wealth transfer. Clients often view James as their financial “quarterback,” coordinating alongside attorneys, CPAs, and other trusted advisors to help ensure every aspect of their financial life is aligned.
James believes wealth management should extend far beyond investment performance alone. His approach combines institutional-level portfolio management with personalized advice tailored to each client’s goals, family dynamics, and long-term vision. Whether helping a business owner navigate liquidity events, guiding families through retirement transitions, or designing multigenerational planning strategies, his focus remains the same: preserving capital, creating opportunity, and delivering clarity during important financial decisions.
Prior to joining Seventy2 Capital, James held advisory roles at several major financial institutions including Morgan Stanley, Oppenheimer & Co., UBS, and Bank of America. Throughout his career, he has built a reputation for responsiveness, strategic thinking, and long-standing client relationships that often span generations.
James earned his degree in Finance from the University of South Carolina, where he was an All-SEC rugby player and served as President of the rugby team. Outside the office, he enjoys endurance running, golf, travel, and spending time with his children.