James (Jim) B. Swain, JD, MBA

Jim has a Law Degree (JD) and a Masters of Business Administration Degree (MBA) from Memphis State University (now University of Memphis), a BA in Human Resource Management from Pepperdine University, is a graduate of Renaissance Inc.’s Charitable Planning School and is a Certified Senior Advisor (CSA). He is licensed to practice law in Georgia and Tennessee.  Jim has a unique background with extensive knowledge and experience in Wealth Transfer and Estate Planning, Business Planning, Charitable Giving Planning, Executive Compensation Plans, and developing and administrating Qualified and Nonqualified Benefit Plans. 

He conducts seminars for charitable institutions, individuals, attorneys, CPAs, investment advisors, insurance agents, and trust officers on estate planning, wealth preservation, business succession, charitable gifting, wealth transfer and Military Veterans benefits.

He is the founder and principal of Swain Law Firm with offices in Roswell and Cartersville, Georgia.  He previously served as the General Counsel and Senior Executive Compensation Analyst for Investor's Fiduciary Services Inc. (IFSI), the second largest shareholder advisory consulting firm in the U.S and Lead Estate Planning Attorney for BENMARK, a nationally know Bank Executive Compensation Consulting Firm.  Before moving to the Atlanta area from Memphis, he was a trust officer for Union Planters National Bank and First American Trust Company.

 He is currently a member of the Roswell Rotary Club, the Tennessee, Georgia and North Fulton Bar Associations, the Georgia Planned Gifting Council, the North Georgia Estate Planning Council, American Legion Post 201 (Alpharetta) and the Veterans of Foreign Wars (VFW) Post 120001 (John’s Creek).

Helpful Links:

Official VA website

www.leehollingsworth.com

Lee W. Hollingsworth, CFA

Registered Investment Advisor

Atlanta Georgia 30338

lee@LeeHollingsworth.com

www.LeeHollingsworth.com

O: 678.576.4838  F: 678.669.2419

Lee has a Master’s degree in Finance from the Wharton School of the University of Pennsylvania. He achieved the Chartered Financial Analyst (CFA) designation in 1984, and has over 27 years of investment management experience.  He has lived in North Fulton with his wife and three children, for 20 years. He is a Rotarian, Master Mason, and member of Roswell United Methodist Church.

Lee helps individuals, entrepreneurs, and businesses maximize their assets. Client assets are typically held at globally known financial institutions (Raymond James, Charles Schwab, ING, and Allianz), in the form of IRA rollovers, profit-sharing plans, brokerage accounts, revocable and irrevocable trusts,  &/or family limited partnerships. He also advises privately held companies, charitable groups, and families in need.