Jim Flinchum,
Managing Principal of Bay Capital Advisors
Jim Flinchum
Jim’s
financial and investing experience began as a
trust officer for both Signet Bank and Bank One,
before serving as a Vice President of Citigroup,
a Senior Vice President for Bank of America, and
retiring as a Senior Vice President for SunTrust.
During those 35 years, he has assisted high net
worth families, both domestically and internationally,
with their investment, estate planning, and borrowing
needs.
He holds a B.S. from Old Dominion University,
an M.B.A. from the College of William and Mary,
and an M.S. in International Finance from the
University of Dallas. In addition, he has been
designated a CERTIFIED FINANCIAL PLANNER™
professional by the College of Financial Planning,
and a CERTIFIED INVESTMENT MANAGEMENT ANALYST™
by the Investment Management Consultants Association,
following his studies at The Wharton School of
the University of Pennsylvania. He has taught
economics for the American Institute of Banking
and the University of Texas.
Jim is a former city councilman, gubernatorial
appointee to the State Depository Board, and an
officer in the U.S. Army Special Forces (1967-1970).
In 2008, Jim was appointed by the Virginia Beach
City Council to its first Local Finance Board
to monitor the investment portfolio of the Virginia
trust fund on employee expenses. In 2009, Virginia
Governor Tim Kaine appointed Jim to the Virginia
Public Building Authority, which provides
financing for state projects, facilities and obligations.
His responsibilities include oversight of the
financing, refinancing, constructing, improving,
furnishing, maintaining, acquiring and operating
public buildings that benefit the Commonwealth
and any of its agencies.
Jim is the past Chairman of the Virginia Beach
Chamber of Commerce and remains active in the
Virginia Beach Rotary club.
In 2008, he received The Kessler Award –
the national writing award from the Investment
Management Consultants Association for the best
financial article of the year. “The Evolution
of Family Governance” discussed innovative
new techniques to manage large family fortunes,
including private trust companies, family banks,
and family councils.
Jim is a consummate reader and a lousy golfer.
Message from the CFP Board
About Bay Capital Advisors
Our CERTIFIED FINANCIAL PLANNER™ professional,
Registered Investment Advisor, financial advisor,
investment manager, and money manager experts
specialize in asset management, portfolio management,
investment management, money management, financial
planning, wealth management, investment strategy,
and long-term investment for clients in Virginia
Beach, Norfolk, Chesapeake, Suffolk, Portsmouth,
Newport News, Hampton, Williamsburg, Hampton Roads,
Eastern Shore, Fairfax, McLean, Virginia, Northern
Virginia, Naples, Florida, Dallas, and Fort Worth,
Texas.